Key Responsibilities:

Client Relationship Management

Financial Planning and Advisory

Investment Management

Business Development

Compliance and Risk Management

Administration and Reporting

Requirements:
5 years’ experience dealing with high net worth clients.
Post Grad qualification and RE5.
Must be well versed on Ninety one, Alan Gray, Glacier, offshore investments, estate planning etc
Proven track record of client acquisition and portfolio growth.

Competencies:

Financial planning principles.

Investment markets and portfolio management.

Retirement and estate planning.

Tax-efficient investment structures.

Financial regulations and compliance requirements.

Risk management principles.

Financial products and solutions.

Strong interpersonal and relationship-building skills.

Excel...