Wealth Manager

Durban, KwaZulu-Natal, South Africa

Job Description


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

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Job Detail

  • Job Id
    JD1323053
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Durban, KwaZulu-Natal, South Africa
  • Education
    Not mentioned