Wealth Planner

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