Wealth Manager | Western Cape

The Recruitment Council

Cape Town, Western Cape
Permanent
Full-time

1 month ago

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.Qualifications and Experience:

Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree.
Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.
5 to 10 years’ local and offshore investment management experience.
FAIS experience: The preferred candidate must be signed-off on Category 1 FAIS mandates. Sign-off on Category 2 FAIS mandates would be advantageous.

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