Key responsibilities
-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.
Experience & Qualifications
- Ideally 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.
Remuneration: Basic & Commission
Resume with references & recent photo to be submitted to : info@featherway.co.za
