Acquisition Wealth Manager

Recruiter
Montana Resourcing (PTY) Ltd
Location
Cape Town CBD, South Africa
Salary
Competitive salary
Posted
20 Sep 2019
Closes
25 Oct 2019
Ref
2333647
Job role
Accountant
Your role will be to spearhead the acquisition of new clients in the western cape region primarily, however, the borders are open globally!
The aim would be to increase from a zero base your AUM by bringing on board investments across asset classes from diverse sources: Family office, UHNW, HNW, Entrepreneurs, Professionals etc
An exciting role for the individual who thrives on a challenge; who likes to be recognized amongst colleagues, peers, and clients for their EQ, and their IQ, in presenting the best possible wealth growing solutions.

Essential:
Degree
FPI membership
FAIS accredited
CFP or CFA