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SENIOR WEALTH MANAGER SALARY : R - R Per Annum The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments Experience: 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning. Preferably willing to work in a complex environment with multiplayers. FAIS Accreditation Required Knowledge Required: Full understanding of money management principlesSound working knowledge of required business-related systemsSound working knowledge of Banking and Financial Services Regulatory requirementsKnowledge on wealth management creation and accumulationWealth protection/risk knowledgeExcellent project management skills and able to plan and organize work independentlyProven track record in servicing a portfolio of clients and in acquisition of new relationshipsExcellent knowledge of global financial markets and current affairsAbility to match client needs with appropriate product solutionsSound knowledge of the Bank''s risk and other mandates to ensure exercising good commercial judgment while representing the Bank''s and the shareholders interests alwaysQualifications:Relevant Degree in Investment or Economics. Certified Financial Planner RE5 FAIS Accreditation Required https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzY0MjUwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ&jid1228092&xid1108_64250 Apply Now

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Jobs in Go!