Wealth Manager

Firstrand

Investment planning expertise
Customer relationship management
Financial analysis skills
You will serve as a full financial services advisor to high income clients

Job Summary

  • You will serve as a full financial services advisor to high income clients.
  • The role involves advising on investments and estate planning to help clients achieve their financial goals.
  • You will be part of a diverse team that values curiosity and adaptability.

Matching Summary

You will serve as a full financial services advisor to high income clients.

Skills & Requirements

Must-have

  • Investment planning expertise
  • Customer relationship management
  • Financial analysis skills

Nice-to-have

  • Curiosity and courage
  • Mastery in financial services
  • Networking and collaboration

Key Requirements

  • Relevant Degree in Investment or Economics
  • Certified Financial Planner
  • 3 to 5 years’ experience as a Wealth Manager

Work Rights

Not specified

Tailored Resume

Cover Letter