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
Why US: www.benchmarkcapital.co.za Our clients come from all walks of life and so do we We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. Why You? “Your best investment is yourself. There is nothing th
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
interactions with clients
know what it takes to support and empower a Wealth Manager into making a success of their business, then you'll enjoy it) You will support established Wealth Managers with all the technical administration that joining a small, innovative, independent wealth management firm that provides customised financial planning
that provides quality financial advice and wealth management solutions to international expatriates. They you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads
know what it takes to support and empower a Wealth Manager into making a success of their business, then you'll enjoy it) You will support established Wealth Managers with all the technical administration that joining a small, innovative, independent wealth management firm that provides customised financial planning
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the background which essentially makes your Wealth Manager offer their clients the best possible service service? Is this you? We all know it's the Wealth Manager that consults with the client but the magic is (and why you'll enjoy it) You'll support the Wealth Managers with financial needs analysis, client reviews it The company is a well-known and trusted wealth manager who has been looking after their clients for solid admin experience in financial planning/wealth management. You need to be well-spoken, professional
company provides quality financial advice and wealth management solutions to international expatriates. They Proven experience in a financial advisory or wealth management role CISI level two or equivalent qualification