Wealth Manager

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Job Location

Durban, South Africa

Job Description

Functions: Responsibilities include financial planning, investment management, providing finance advice and offering insurance solutions The candidate will work closely with clients to develop personalized wealth strategies and ensure that their financial goals are met Leads will be provided to the Wealth Manager Requirements: Bachelors degree in Investment, Finance, or equivalent Certifications such as a CFP, or a CFA (in progress, or completed) Having prior offshore investing experience is not a pre-requisite

Location: Durban, ZA

Posted Date: 6/26/2024
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Posted

June 26, 2024
UID: 4752468502

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