Wealth Manager - Cape Town

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ a Wealth Manager to their team based in Bellville Cape Town.

Requirements

• Bachelor’s degree.
• Postgraduate Diploma in Financial Planning.
• CFP® (Certified Financial Planner).
• Regulatory Examination (RE5) (Completed).
• Full understanding of Investment Products, including but not limited to:
  • Living annuities.
  • Life annuities.
  • Retirement annuities.
  • Preservation funds.
  • Discretionary investments.
  • Endowments.
  • Tax free savings investments.

Responsibilities, but not limited to:

Value Chain Management

• Maintain relationship with clients.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside o...