Wealth Planner

 

Recruiter:

CME Recruitment

Job Ref:

Wealth Planner

Date posted:

Thursday, October 21, 2021

Location:

CapeTown, South Africa

Salary:

tba


SUMMARY:
Exciting opportunity for a Wealth Planner to join a Wealth Management Specialist.

POSITION INFO:

Our client, a Leading Asset Manager,  specializing in wealth management is seeking to employ a Wealth Planner. (x2 positions)

Afrikaans and English speaking essential 

You will be responsible for securing "high and ultra high net wealth" clients.

Qualifications and experience:


Ideal candidate will have min 5 – 7 years working experience dealing with investment advisory and planning
Candidates with investment client books will be advantageous.
Relevant Degree (BBusSc or BCom) or Wealth / Investment management 
Postgrad in Financial Planning advantageous 
RE5
FSP license (can be under supervision for sub-categories)
You should have strong relationship management and be sales driven, passionate and well organized.

Call Christine FOR MORE INFORMATION on----- or----- / Email --------Please upload your CV here--------



 

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



 

 

 

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