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Wealth Manager

Wealth Manager
Company:

Findojobs South Africa

Place:

Durban, KwaZulu-Natal

Job Function:

Finance

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Details of the offer

Functions: Responsibilities include financial planning, investment management, providing finance advice and offering insurance solutions The candidate will work closely with clients to develop personalized wealth strategies and ensure that their financial goals are met Leads will be provided to the Wealth Manager Requirements: Bachelors degree in Investment, Finance, or equivalent Certifications such as a CFP, or a CFA (in progress, or completed) Having prior offshore investing experience is not a pre-requisite

Source: Adzuna_Ppc
Job Function:

Requirements

Wealth Manager
Company:

Findojobs South Africa

Place:

Durban, KwaZulu-Natal

Job Function:

Finance

Report this offer

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