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Wealth Manager – join a Reputable, Credible Wholistic Wealth Management Firm. CT, R+2Mil P/A(neg)

Wealth Manager – join a Reputable, Credible Wholistic Wealth Management Firm. CT, R+2Mil P/A(neg)

Job Title: Wealth Manager – join a Reputable, Credible Wholistic Wealth Management Firm. CT, R+2Mil P/A(neg)
Location: Cape Town
Industry:
Salary: R+2 Mil P/A
Contact Name: Cara Schickerling
Contact Email: cara@acuityconsultants.co.za
Job Published: February 22, 2018 08:47

Job Description

Golden opportunity for a skilled Wealth Manager to join this Reputable, Credible Wholistic Wealth Management Firm, to develop uniquely INTERGRATED WEALTH INVESTMENT LIFESTYLE STRATEGY’s & PLANS s for a large portfolio of HNW Clients whilst also being a driving force in developing STRATEGIC MARKET PLANS to actively grow & diversify this Firms Client Portfolio.
 
This really is a phenomenal opportunity for a Wealth Manager  to take their career to the next level, by joining this prestigious WEALTH MANAGEMENT FIRM that is one of the few companies that is a GENUINE WEALTH FIRM, as a PARTNER ADVISOR to their business. They offer outstanding C-LEVEL support & YOU will be joining a brand that is well-know and respected in the market-place.
 
Based in CAPE TOWN, this WEALTH MANAGER role is paying R+2 Mil P/A – it all depends on 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  - proven track record in managing a portfolio of HNW Clients.
In- depth understating of investment components, product licenses, tax, fiduciary , estate planning etc
Very good experience and knowledge of the advice market
Portable client base would be preferred.
 

We get many responses so please be patient with us and if you have not had a response to your application within 14 days please consider your application to be unsuccessful. To help us respond faster, please can you make sure you read the requirements carefully & ensure your application entails all of the  details we need.