Wealth Manager

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.

 

They are looking to bring in an experienced Wealth Manager & afford them the opportunity to on their success with their superior and diverse risk and investments offering.

  • 7+ years of Financial Planning/Wealth Management experience
  • Bachelor’s degree
  • CFP advantageous
  • RE 5

To apply please send your full CV to Pallo Mobo: research@capitala.co.za