Our client is an established wealth management firm 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 accomplished Wealth Manager to contribute to their continued success. This is an excellent opportunity to leverage their comprehensive range of risk and investment solutions, tailored to meet the unique needs of affluent clientele.
If you’re ready to take your career to the next level in the world of wealth management and help our clients achieve their financial goals, we want to hear from you.
- 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
