Vacancy

Wealth Manager

FNB NAMIBIA

FNB Namibia is recruiting a Wealth Manager, in Windhoek, Namibia.
Description
  • Requires a strong generalist skill of assessing client’s needs and providing wealth solutions. This requires detailed financial planning, understanding of tax and investment/risk solutions. The aim is to build a book of assets under management and to retain these client relationships. Be able to identify cross-selling opportunities where other banking and lending products can be offered to clients. Be able to work in a team (practice) environment where a performance culture is maintained
Duties
  • Requires a strong generalist skill of assessing client's needs and providing wealth solutions
  • This requires detailed financial planning, understanding in tax and investment/risk solutions
  • The aim is to build a book of assets under management and to maintain these client relationships
  • Be able to identify cross-selling opportunities where other banking and lending products can be offered to clients
  • Be able to work in a team (practice) environment where a performance culture is maintained
Requisites
  • Relevant B-Degree, BCom Honours / CA / BCom Law / LLB & CP or Higher Diploma in Tax will be advantage
  • Certified Financial Planner CFP or Advanced Diploma in Financial Planning – preferable
  • Experience within Private Client asset management or equivalent financial services industry – essential, or
  • Ideally 3-5 years relevant experience
Notes
  • Only shortlisted applicants will be contacted
This vacancy is no longer accepting applications

Details

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