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:

Legal Counsel (Retail Wealth & LISP Platforms)
Location: Pretoria
Salary: Market Related
Legal Counsel (Retail wealth & LISP Platforms)
13 days ago

Job Title: Legal Counsel (Retail Wealth & LISP Platforms)
Location: Pretoria
Salary: Market related
Job Title: Legal Counsel (Retail wealth & LISP Platforms)
13 days ago

Wealth Manager
Location: Johannesburg
Salary: Market Related
wealth Manager
14 days ago

FINANCIAL PLANNER
Location: Pretoria
Salary: Market related
Helping clients navigate complex financial landscapes and make informed financial decisions.
75 days ago

FINANCIAL PLANNER
Location: Pretoria
Salary: Market related
Helping clients navigate complex financial landscapes and make informed financial decisions.
75 days ago

Regional Manager : Wealth Management
Location: Johannesburg
Salary: Market Related
Regional Manager : wealth Management
4 days ago

Wealth Advisor
Location: Johannesburg
Salary:
Our client is seeking to grow their team and hire a wealth Advisor who will be responsible for providing holistic financial planning and wealth management solutions to clients. This includes assessing clients' financial needs, developing tailored investment and financial strategies, managing client portfolios, and building long-term relationships to help clients achieve their financial goals.Offic...
6 days ago

Wealth Manager | Sandton
Location: Johannesburg
Salary: Market related
wealth Manager | Sandton
20 days ago

Senior Wealth Manager / Wealth Advisor
Location: Johannesburg
Salary:
42 days ago

Broker Assistant - Investments/Wealth Management
Location: Johannesburg
Salary: R15 000 per month
Broker Assistant - Investments/wealth Management
56 days ago

Wealth Planner

Similar jobs you might be interested in:

Create a free job alert for Wealth Planner in Johannesburg

Jobseekers

Recruiter

General