Wealth Manager

Company Description

Iza Wealth (Pty) Ltd is an independently owned financial advisory company committed to offering objective specialist offshore financial advice and services to individuals and families.

We guide our clients through the complex and evolving world of global finance and regulation.

Supported by an international network of partner organizations, Iza Wealth provides a wide range of wealth solutions, including investment planning, retirement planning, and estate planning.

Our skilled wealth managers are dedicated to generating and protecting wealth, emphasizing personal, face-to-face interactions to ensure best-in-class service.

Role Description

This is a full-time on-site role for a Wealth Manager based in the City of Cape Town.

The Wealth Manager will be responsible for providing comprehensive financial planning and advisory services, guiding clients through investment management, insurance, and retirement planning.

Daily tasks include developing tailored financial plans, managing investment portfolios, and staying updated on market trends and financial regulations.

The role also involves regular client meetings to review and adjust financial strategies.

Qualifications

• Financial Planning, Investments, and Investment Management skills
• Expertise in Finance and Insurance
• Excellent analytical and problem-solving abilities
• Strong communication and interpersonal skills
• Ability to work independently and collaboratively within a team
• Professional certifications (e.g., CFP, CFA) are advantageous
• Bachelor's degree in Finance, Economics, Business, or related field

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