Summary
Date Posted: Thursday, October 26 2023, Base Salary: Not Disclosed

JOB DETAILS:
• Are you ready to embark on an exciting career opportunity in Zambia! We’re looking for driven individuals to join our team in Zambia as a Private Wealth Manager.
• If you have a hunger for excellence and are seeking a life-changing opportunity, we want to hear from you.

• In this role, you’d be required to meet with prospects and clients, conducting detailed financial analysis in order to determine opportunities for clients with regard to their personal wealth portfolios, retirement planning, insurance, education planning, and estate planning. To make detailed recommendations in respect of aforesaid opportunities, taking cognisance of each client’s risk profile and financial needs. Creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.

• Essential Qualification: CFP / CA(SA) / CFA or other applicable relevant qualifications
• Field of Study: Finance/Accounting/Legal
• Certifications: Regulatory Representative Certification (RE5)
• Experience: Minimum 5 years’ experience in the financial services industry
• Minimum10 yearss of experience in the financial services industry
• Earnings Type: Commission

Education Requirement: No Requirements

Work Hours: 8

Experience in Months: 60

Level of Education:

Job application procedure
• This is your chance to be part of a team that’s shaping the future of financial services.
• To apply, email your updated CV to talent@carrickfs.com  or submit your CV here: https://carrick-wealth.com/private-wealth-manager/ 
• #CarrickWealth #WealthManagement #PrivateWealthManager #FinancialAdvisor #CareerOpportunity #Job Search # Hiring #FinanceJobs

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