Job
Wealth Manager
Not disclosed
- Organization
- Not disclosed
- Work mode
- On-site
- City
- Bellville, Cape Town City Centre
- Country
- South Africa
- Category
- Finance
- Posted
- Today
JOB DESCRIPTION | WEALTH MANAGER Job summary The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning. Key areas of responsibility: Duties include, but are not limited to: Pro…