Wealth Manager CFP

Job Description

A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven.  Duties:Advise the companys clients on all aspects of offshore financial planning and wealth managementAdopt a holistic approach in managing long term relationships with clientsDevelop and deliver the agreed business targets whilst remaining compliant and meeting clients needsMaintain an effective client base management system to provide excellence in customer service and quality holistic advice

Responsibilities + Skills


CA(SA), BCom Accounting or CFP


Investment and wealth management experience

Job Summary

  • Published on: Wednesday, 3rd February 2021
  • Designation: Wealth manager
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: George
  • Salary: 0
  • Gender:
  • Application Deadline: Wednesday, 3rd February 2021

About the Company

  • Company Name: network recruitment.
  • Address:
  • Website: https://www.networkrecruitment.co.za/
  • Company Profile:
  • Network Recruitment has an established track record. Our Consultants are committed to professionalism and service.These Candidate Testimonials - gathered from some of the thousands of candidates successfully placed by Network - highlight the experience and dedication shown by Network Recruitment's team. These testimonials are proof that Network Recruitment has mastered candidate placement, while the contribution made by these candidates in their various sectors is proof that quality is everything to Network Recruitment.

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