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:

WEALTH ASSISTANT
Location: South Africa
Salary: Market related
To provide the required and relevant professional assistance
1 day ago

Assistant Planner / Service Consultant
Location: Johannesburg
Salary: 40000 Monthly
Are you an experienced financial services professional with a passion for financial planning, investment administration, and client servicing? This opportunity is ideal for a detail-oriented individual who can support Financial Advisors in preparing compliant advice documentation, managing client instructions, and ensuring seamless service delivery.
5 days ago

Assistant Planner
Location: Johannesburg
Salary:
Are you an experienced financial services professional with a passion for financial planning, investment administration, and client servicing? This opportunity is ideal for a detail-oriented individual who can support Financial Advisors in preparing compliant advice documentation, managing client instructions, and ensuring seamless service delivery.
8 days ago

Assistant Planner
Location: Johannesburg
Salary: 30 000 Monthly
Are you detail-oriented and passionate about financial planning support and client service?
12 days ago

Financial Advisor
Location: Johannesburg
Salary:
Financial Advisor - East RandWe are seeking ambitious Financial Advisers with a proven track record in long-term insurance sales and holistic financial planning. Join us on a commission-based salary in JHB - Eastern Suburbs.
15 days ago

Executive Financial Advisor
Location: Johannesburg
Salary: Market Related
Executive Financial Advisor
80 days ago

Senior Wealth Manager
Location: Johannesburg
Salary: Market Related
Senior wealth Manager
80 days ago

Financial Advisor
Location: Johannesburg
Salary: Market Related
Financial Advisor
81 days ago

Executive Financial Advisor
Location: Johannesburg
Salary: Market Related
Executive Financial Advisor
81 days ago

Senior Wealth Manager | Gauteng
Location: Johannesburg
Salary: Market Related
Senior wealth Manager | Gauteng
81 days ago

Wealth Planner

Similar jobs you might be interested in:

Create a free job alert for Wealth Planner in Johannesburg

Jobseekers

Recruiter

General