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 ResponsibilitiesProvide expert guidance to clients on all areas of offshore financial planning and wealth managementTake a comprehensive, holistic approach to building and managing long-term client relationshipsAchieve agreed-upon business targets while ensuring compliance and addressing the specific needs of clientsMaintain an efficient client management system to deliver exceptional customer service and high-quality, holistic financial adviceJob Experience & Skills RequiredCA(SA), BCom Accounting, or CFP qualificationProven experience in investment and wealth managementStrong knowledge of financial products and the ability to effectively communicate comprehensive financial planning strategies and solutions is a plusAPPLY NOW!