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|
|Salary:||R+2 Mil P/A|
|Contact Name:||Cara Schickerling|
|Job Published:||February 16, 2018 08:55|
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.
• 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.
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.
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