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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