Wealth Manager - Randburg
RPO Recruitment
Job Title: Wealth ManagerLocation: Pretoria, South AfricaRPO Recruitment's client is seeking a highly skilled and experienced Wealth Manager to join their team in Pretoria. The ideal candidate will have a proven track record of successfully managing and growing client portfolios, as well as providing personalized financial planning and investment services to high-net-worth individuals.Responsibilities:- Develop and maintain relationships with high-net-worth clients, providing comprehensive wealth management advice and tailored investment solutions- Create and implement financial plans that align with clients' goals and objectives- Monitor and analyze market trends and investment opportunities to maximize client portfolios- Provide ongoing portfolio management, including rebalancing and adjusting investment strategies as needed- Stay updated on industry regulations and compliance requirements to ensure legal and ethical practices- Collaborate with a team of financial advisors, analysts, and support staff to deliver exceptional service to clients- Drive business growth through referrals, networking, and business development activitiesRequirements:- Bachelor’s degree- Postgraduate Diploma in Financial Planning- CFP (Certified Financial Planner)- Regulatory Examination (RE5) (Completed)- Minimum of 5 years of experience in wealth management, financial planning, or related field- Strong knowledge of investment products, financial markets, and industry trends- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients- Proven track record of achieving sales targets and growing client assets- Ability to work independently and as part of a team in a fast-paced, client-driven environment- Must be a registered Representative with the Financial Sector Conduct Authority (FSCA)Benefits:Salary: negotiableFamily Leave (Maternity, Paternity)Paid Time Off (PTO) (if applicable)Performance BonusContact RPO Recruitment for your next career opportunity.Salary: negotiable.Our client is offering a highly competitive salary for this role based on experience.Apply for this role today, contact Keegan Wolhuter at RPO Recruitment or on LinkedInYou can also visit the RPO Recruitment website: rporecruitment.us or email us your CV: financialcareersrpo-recruit.za.comWe will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise. See Description See Description
Apply Now
Facebook
WhatsappRelated Jobs
Wealth Manager - Johannesburg
...
Trainee Johannesburg - Johannesburg
RPO Recruitment
...
Senior Actuarial Analyst - Financial Services Industry - R1.2Mil - R850K - Johannesburg
RPO Recruitment
...
Ifrs Accountant Johannesburg - Johannesburg
RPO Recruitment
...
Financial Engineer Johannesburg - Johannesburg
RPO Recruitment
...