Private Wealth Advisor

 

Recruiter:

The Hiring House

Job Ref:

JHB000022/AT

Date posted:

Tuesday, June 28, 2022

Location:

Johannesburg, South Africa


SUMMARY:
A major player in the Financial Services sector, one of the top banks in the country is seeking a Private Wealth Advisor to be based in their Johannesburg Fairlands, Sandton and Polokwane office.

JOB DESCRIPTION:

The ideal candidate must possess the following in order to be considered:

  • Minimum Qualification - Degree in Finance, Economics or Accounting
  • Preferred Qualification - Certified Financial Planner (CFP)
  • Experience - 3 to 5 years experience in a Banking,
    Investment, Financial Planning, Wealth Management, and
    client facing environment
  • Additional Knowledge - Full understanding of money
    management principles
  • Sound working knowledge of required business-related
    systems
  • Sound working knowledge of Banking and Financial Services
    Regulatory requirements
  • Knowledge on wealth management creation and
    accumulation
Should this be of interest to you kindly email us an updated CV, qualifications as well as a recent DOFA certificate from FSCA stating all categories you are allowed to sell. Our email address

 

 

 

 

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