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Wealth Investment Advisor – CLIENT FACING STRATEGIC role -join this EXCEPTIONAL WEALTH FIRM. CT, R+2mil.

Wealth Investment Advisor – CLIENT FACING STRATEGIC role -join this EXCEPTIONAL WEALTH FIRM. CT, R+2mil.

Job Title: Wealth Investment Advisor – CLIENT FACING STRATEGIC role -join this EXCEPTIONAL WEALTH FIRM. CT, R+2mil.
Location: Cape Town - Southern Suburbs
Industry:
Salary: R+2 Mil P/A
Contact Name: Cara Schickerling
Contact Email: cara@acuityconsultants.co.za
Job Published: February 16, 2018 09:55

Job Description

This really is a phenomenal opportunity for a WEALTH INVESTMENT Professional to take their career to the next level, by joining this exceptional WEALTH FIRM as a PARTNER ADVISOR to the business.
YOU will be responsible for developing unique WEALTH INVESTMENT LIFESTYLE STRATEGYS for a large portfolio of HNW clients whilst at the same time putting together STRATEGYS & PLANS to actively grow this firms MARKET-SHARE & diversify their client portfolio. 
Based in CAPE TOWN, this Wealth Investment Advisor role is paying R+2 Mil P/A – it all depends on YOU, your LEVEL of experience & what YOU will bring to the business.
 
EXPERIENCE:
B.Com Investment Management/Finance/Economics etc 
Advanced Post Grad/Post Grad Dip in Financial Planning/ CFP / RE would be a massive advantage
Experience working as a Wealth Manager/ Financial Planner/ Broker  - providing Wealth investment solutions to a book of HNW clients..
“HUNTER” Type attitude – you aren’t afraid to actively win/source new business.
In- depth understating of investment components, product licenses, tax, fiduciary  etc
Very good experience and knowledge of the advice market
Portable client base would be preferred but is not a deal-breaker.
 
COMPANY:
This LEADING WEALTH MANAGER, prides themselves in offering their portfolio of clients UNIQUE,DISTINCTIVE HOLISTIC PERSONAL WEALTH MANAGEMENT solutions, supported by advanced algorithms & cash flow models. The invest in their OWN FUNDS as well as others. They offer excellent C-LEVEL support with REWARDS to match your outputs. This really is a fantastic brand in the marketplace to join
 
If you have not had a response to your application within 14 days please consider your application to be unsuccessful.