Description:
Hiring: Wealth manager in Rosebank Responsibilities:Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio'sEstate planningRetirement planningEducation planningMake detailed recommendations taking cognisance of each client's risk profile and financial needsCreate and implement ongoing service plans to ensure client portfolio's are monitored and relevant modification is timeously executed Requirements:CA DEGREECFP / Wealth Management QualificationRE55 Year experience in similar environment
16 Apr 2024;
from:
gumtree.co.za