Wealth Manager

Robert Walters South Africa *Duties:* * Advise the company's clients on all aspects of offshore financial planning and wealth management. * Adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, independent, and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives in the offshore markets. * Develop and deliver the agreed business targets whilst remaining compliant and meeting clients' needs. * Maintain an effective client base management system to provide excellence in customer service and quality holistic advice *Requirements:* * Offshore investment and wealth management experience. * BCom qualification or similar finance qualification. * Proven ability to deal with new and existing clients on a fee basis. * A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively. * Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions. * Highly motivated, entrepreneurial, and target-driven individuals. *Requirements:* * Offshore investment and wealth management experience. * BCom qualification or similar finance qualification. * Proven ability to deal with new and existing clients on a fee basis. * A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively. * Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions. * Highly motivated, entrepreneurial, and target-driven individuals.