Our client is an established wealth management firm offering affluent clients wealth planning strategies They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This career to the next level in the world of wealth management and help our clients achieve their financial hear from you. 7 years Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous
Our client is an established wealth management firm offering affluent clients wealth planning strategies They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This career to the next level in the world of wealth management and help our clients achieve their financial hear from you. 7 years Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and local FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW clients. In-depth markets, investment products, structuring and wealth management strategies. Strong analytical and quantitative
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and local FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW clients. In-depth markets, investment products, structuring and wealth management strategies. Strong analytical and quantitative
of professionals to deliver comprehensive wealth management services, including investment management long-term goals and objectives Provide holistic wealth management advice, including investment management, retirement by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
of professionals to deliver comprehensive wealth management services, including investment management long-term goals and objectives Provide holistic wealth management advice, including investment management, retirement by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
Matric NQF 6 – 120 FAIS CREDITS ESSENTIAL IN WEALTH MANAGEMENT 1-2 years' relevant experience in a similar
Matric NQF 6 – 120 FAIS CREDITS ESSENTIAL IN WEALTH MANAGEMENT 1-2 years' relevant experience in a similar
qualification. Experience in financial services/Wealth Management (beneficial) Exposure to Power BI (Beneficial)
Our client is a boutique wealth management company offering affluent clients wealth planning strategies