Senior Wealth Manager

Our client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to industry-leading tools and resources. Duties and Responsibilities Provide expert guidance to clients on all areas of offshore financial planning and wealth management Take a comprehensive, holistic approach to building and managing long-term client relationships Achieve agreed-upon business targets while ensuring compliance and addressing the specific needs of clients Maintain an efficient client management system to deliver exceptional customer service and high-quality, holistic financial advice Job Experience & Skills Required CA(SA), BCom Accounting, or CFP qualification Proven experience in investment and wealth management Strong knowledge of financial products and the ability to effectively communicate comprehensive financial planning strategies and solutions is a plus APPLY NOW