Wealth Planner

Recruiter:

Express Employment Professionals (Midrand)

Job Ref:

Wealth Planner - Inv..

Date posted:

Monday, March 28, 2022

Location:

Johannesburg, South Africa

Salary:

240000

SUMMARY:
A Local and International Wealth Management Specialist located in Johannesburg is looking to employ a motivated, driven, organised Wealth planner, with extensive experience in investments

JOB DESCRIPTION:

Requirements:

Matric
Tertiary education in relevant field (BCom, Finance or Wealth management)
Postgrad diploma in Financial planning
Completed RE5
At least 5 years’ experience as a private client wealth manager
Knowledge of Financial markets, Equities and foreign investment schemes
Valid driver’s license

Duties include but not limited to:

Acquisition of new private clients
Creation of a pipeline of producing new business and professional networks
Servicing of existing clients

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

2nd Assistant to Wealth Manager / Financial Planner
Location: Centurion
Salary: R12000 p/m
Our client runs a wealth management operation, based in the Centurion area and is affiliated to one of the largest wealthmanager franchises in South Africa. The 2nd assistant is an extremely important resource in end-to-end support of thewealth Manager and a good knowledge of financial planning administration (linked investments etc.) is critical to therole. Reporting to the Executive Assistant. Y...
29 days ago

Wealth Advisor
Location: Johannesburg
Salary: Market Related
Empower High-Net-Worth Clients as a wealth Advisor!
24 days ago

Wealth Manager (Hybrid)
Location: Pretoria
Salary: Market Related
Join Our Team as a wealth Manager: Shape Financial Futures!
24 days ago

Wealth Manager (Hybrid)
Location: Johannesburg
Salary: Market Related
Join Our Team as a wealth Manager: Shape Financial Futures!
24 days ago

Virtual Advisor (FAIS): Short-Term Insurance: Wealth
Location: Johannesburg
Salary:
Virtual Advisor (FAIS) : Short-Term Insurance : wealth
40 days ago

Wealth Planner

Similar jobs you might be interested in:

Create a free job alert for Wealth Planner in Johannesburg

Jobseekers

Recruiter

General