related field such as a BCom, BusSc
that provides quality financial advice and wealth management solutions to international expatriates. They you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads
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 FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW clients. In-depth markets, investment products, structuring and wealth management strategies. Strong analytical and quantitative
company provides quality financial advice and wealth management solutions to international expatriates. They Proven experience in a financial advisory or wealth management role CISI level two or equivalent qualification
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
years experience as a Private Client Wealth / Relationship Manager, with experience in high and ultra-high
skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical
that provides quality financial advice and wealth management solutions to international expatriates. They you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads
company provides quality financial advice and wealth management solutions to international expatriates. They Proven experience in a financial advisory or wealth management role CISI level two or equivalent qualification
appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience in position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge