Purpose:
Requires a strong generalist skill of assessing client’s needs and providing wealth solutions. This requires detailed financial planning, understanding of tax and investment/risk solutions. The aim is to build a book of assets under management and to retain these client relationships. Be able to identify cross-selling opportunities where other banking and lending products can be offered to clients. Be able to work in a team (practice) environment where a performance culture is maintained.
Responsibilities:
- Requires a strong generalist skill of assessing client’s needs and providing wealth solutions.
- This requires detailed financial planning, understanding in tax and investment/risk solutions.
- The aim is to build a book of assets under management and to maintain these client relationships.
- Be able to identify cross-selling opportunities where other banking and lending products can be offered to clients.
- Be able to work in a team (practice) environment where a performance culture is maintained.
Experience and Qualifications:
- Relevant B-Degree, BCom Honours / CA / BCom Law / LLB & CP or Higher Diploma in Tax will be advantage
- Certified Financial Planner CFP or Advanced Diploma in Financial Planning – preferable
- Experience within Private Client asset management or equivalent financial services industry – essential, or
- Ideally 3-5 years relevant experience
Closing Date: 25 January 2023
The company ONLY accept applications vis their career portal. Interested candidates can apply via the link below:
