More jobs:
Wealth & Client Strategy Lead
Job in
Welkom, 9438, South Africa
Listed on 2026-01-02
Listing for:
Acumen Talent Solutions
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: Welkom
A leading wealth management firm in Welkom is seeking an experienced Wealth Management - Product Distribution Manager. This role involves client acquisition, portfolio advisory, and driving marketing initiatives. The ideal candidate should have deep experience in wealth management and proven marketing skills, especially in financial services. Responsibilities include managing client portfolios, delivering financial advice, and participating in strategic collaborations. A Bachelor's degree in Finance or related field is required, with CFA or CFP certifications preferred.
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