Wealth Manager– Cape Town – Bellville Port Elizabeth R30 CTC

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Job Category

Skilled Full-Time


Job Title

Wealth Manager– Cape Town – Bellville Port Elizabeth R30 CTC


Job Summary

The Wealth Manager is responsible for the management and supervision of clients’ wealth portfolios. Research of investment portfolios and investment performance of all clients and preparation of review reports. Ensure reviews take place with active clients in accordance with company policy and company investment philosophy

 

Formal Education

  • Post graduate diploma in financial planning;
  • CFP membership

 

Experience:

  • 5 years in the financial services industry

Knowledge

  • Proficient in Microsoft Office (Word, Excel, Powerpoint, Outlook)
  • An understanding of financial markets and how it affects clients
  • Knowledge of products of service providers

 

Skills and Attributes

  • Initiative and proactive
  • Time management
  • Enthusiasm and drive
  • Persuasive communication at all levels
  • Results driven
  • Service delivery
  • Teamwork and supervision
  • Attention to detail
  • Professional and consultative marketing attitude

 

Send CV and Certificates to cv.hroptions@gmail.com only shortlisted candidates will be contacted.

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Additional Information


Job Location:

Bellville, Cape Town, South Africa


Salary:

R 30000


Closing Date:

2019-04-30


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