Wealth Manager

Job Description

Responsibilities:

– Develop and maintain relationships with high-net-worth clients, providing comprehensive wealth management advice and tailored investment solutions
– Create and implement financial plans that align with clients’ goals and objectives
– Monitor and analyze market trends and investment opportunities to maximize client portfolios
– Provide ongoing portfolio management, including rebalancing and adjusting investment strategies as needed
– Stay updated on industry regulations and compliance requirements to ensure legal and ethical practices
– Collaborate with a team of financial advisors, analysts, and support staff to deliver exceptional service to clients
– Drive business growth through referrals, networking, and business development activities

Requirements:

– Bachelor’s degree
– Postgraduate Diploma in Financial Planning
– CFP® (Certified Financial Planner)
– Regulatory Examination (RE5) (Completed)
– Minimum of 5 years of experience in wealth management, financial planning, or related field
– Strong knowledge of investment products, financial markets, and industry trends
– Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
– Proven track record of achieving sales targets and growing client assets
– Ability to work independently and as part of a team in a fast-paced, client-driven environment
– Must be a registered Representative with the Financial Sector Conduct Authority (FSCA)

Benefits:

Salary: negotiable
Family Leave (Maternity, Paternity)
Paid Time Off (PTO) (if applicable)
Performance Bonus
Contact RPO Recruitment for your next career opportunity.

Salary: negotiable.

Our client is offering a highly competitive salary for this role based on experience.