International Wealth Manager

  • Job Reference: 00000210-1
  • Date Posted: 8 November 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: South Africa
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Maria Inglis
  • Email: maria@ircfs.com
  • Telephone: 02076925668

Job Description

International Wealth Manager - South Africa

Our client is a boutique investment advisory firm located in cape town. They are a young business and need people to assist in the growth and penetration of the service into the market. They specialize in providing all aspects of advice however concentrate on offshore tax structuring and portfolio management. They are growing extremely quickly and require an International Wealth Manager to join their expanding firm.

This role is for an individual who wishes to procure and advise a portfolio of clients on all aspects of their financial affairs. The individual will have a good working knowledge of the South African financial landscape. Possibly with a large existing client bank. In order to be an effective operator you will need an excellent working understanding of: taxation; investments: trusts: pensions: life insurance etc.

 

Skills and Attributes

•            Must be minimum Degree Educated

•            RES Qualified

•            Preferable CFP or Advanced Financial Qualification

•            3+ years in a Financial Advisory or Investment Management Role

•            Transferable book of Existing Clients

 

Qualitied

  • Ambitious
  • Hard Working
  • Communicative
  • Likeable
  • Diligent
  • Self-Motivated
  • Determined

 

Package:

  • For the right people a generous basic plus excellent commission is offered.

If you believe you are suitable, and this opportunity could be of interest then to apply directly to Maria Inglis.