Senior Wealth Manager
Johannesburg, Gauteng, South Africa
Job Description
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
- 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
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.For more information, contact:
Selena Naidoo
Researcher
ExecutivePlacements.com
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Job Detail
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Job IdJD1361811
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationJohannesburg, Gauteng, South Africa
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EducationNot mentioned