Wealth Manager | Western Cape

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:

1. Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree.
2. Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.
3. 5 to 10 years’ local and offshore investment management experience.
4. FAIS experience: The preferred candidate must be signed-off on Category 1 FAIS mandates. Sign-off on Category 2 FAIS mandates would be advantageous.