Wealth Manager needed at Lexdan Select

Durban, KwaZulu-Natal Accounting / Financial Services Full Time

Save 5 days ago

Job title : Wealth Manager

Job Location : KwaZulu-Natal, Durban

Deadline : July 24, 2024

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Functions:

  • Responsibilities include financial planning, investment management, providing finance advice and offering insurance solutions
  • The candidate will work closely with clients to develop personalized wealth strategies and ensure that their financial goals are met
  • Leads will be provided to the Wealth Manager

Requirements:

  • Bachelors degree in Investment, Finance, or equivalent
  • Certifications such as a CFP, or a CFA (in progress, or completed)
  • Having prior offshore investing experience is not a pre-requisite

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

  • Accounting / Financial Services  jobs
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