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.


 

 

 

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