Wealth Investment Manager - Durban Verfied

Salary Negotiable Durban, Kwazulu-Natal Durban, Kwazulu-Natal more than 14 days ago 14-09-2022 12:00:00 AM
09-09-2022 5:26:25 AM
A Large Bank based in Durban is currently looking for a Wealth Investment Manager. The role is to focus on gathering and retaining AUM by providing best advice and thought leadership and excellence to clients within ultra-high net worth and family office segments. The Wealth Investment Manager is responsible to participate in the formulation and embedment of client engagement strategies over a period of 6 to 18 months and aligned to the broader business plan for Wealth Advisory. Key Accountabilities: New Business Development and Marketing Client service - Manage and Grow Existing Client Relationships Investment Management Stakeholder Management Query Resolution Product Oversight Risk Management Education and Experience Required: CFA with 3 years minimum experience in a financial services industry; or CA (SA) 3 years minimum experience in a financial services industry; or CFP / Advanced Post Graduate Diploma Financial Planning Law; Maters / Bachelor’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration); Ideally should not under supervision for any sub categories under FSB licence of Absa Wealth advisory; Passed FSB regulatory exams; Where the above qualifications are not met, and where the candidate has a minimum of eight years relevant and related experience within a wealth management business and / or Capital Markets.

Recruiter: Hire Resolve