Wealth Manager - North Johannesburg
Hiring: Wealth manager in Rosebank Responsibilities: Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's Estate planning Retirement planning Education planning Make detailed recommendations taking cognisance of each client's risk profile and financial needs Create and implement ongoing service plans to ensure client portfolio's are monitored and relevant modification is timeously executed Requirements: CA DEGREE CFP / Wealth Management Qualification RE5 5 Year experience in similar environment
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