Wealth Manager

A fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven. Duties:Advise the companys clients on all aspects of offshore financial planning and wealth managementAdopt a holistic approach in managing long-term relationships with clientsDevelop and deliver the agreed business targets whilst remaining compliant and meeting clients needsMaintain an effective client base management system to provide excellence in customer service and quality holistic advice Qualification and ExperienceCA(SA), BCom Accounting or CFPInvestment and wealth management experienceTechnical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions will be advantageous