such as a BCom, BusSc
Job description:
that provides quality financial advice and wealth management solutions to international expatriates. They expertise of a select group of international money management firms and are known throughout the industry for your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting and targets through effective planning, lead management, and engaging with potential clients Identify provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and local “farmer” than a “hunter” role, as the focus is on managing the existing portfolio of clients and not on seeking “hunter” role in future. The incumbent would also manage two junior team members. Key to this role is a others be responsible for: Client Relationship Management Collaboration with Tax Advisors, Fiduciary Specialists
responsibility of this role is to lead the Private Wealth business at a regional level. This includes overseeing of the Wealth segment within the region and represent Wealth Banking and Investment Management as the authority in the area. 10 - 15 years of Wealth Management experience managing a client base of High Net worth no.8) 15 years of relevant banking, lending, and wealth experience of which 10 years should be in a senior
Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate
Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition
Financial Planning industry is just the thing for you Liberty will offer you full training accreditation and licencing by the Financial Sector Conduct Authority. A Liberty Financial Adviser offers more than advice They: experience, knowledge processes and systems needed for wealth creation By being: Intelligent, Trained, Experienced
move and become one of Liberty's Financial Advisors. Your journey with Liberty will start with family family and end with family. Liberty believes in people who believes in themselves and who have a strong desire lives and others. Becoming a Financial Advisor at Liberty will give you the opportunity to partner with your insurance and retirement planning, thus creating wealth and financial peace-of-mind for their client's Marketing and Networking Skills Ability to plan and manage time effectively Excellent communication and inter-personal