Wealth Specialist

Recruiter:

Pronel Personnel

Job Ref:

DBN

Date posted:

Wednesday, January 27, 2021

Location:

Durban, South Africa

Salary:

Rneg

SUMMARY:
Wealth Management Specialist company is recruiting for Wealth Specialist in the Durban area, that are sales driven professionals with a passion for, advising and servicing HNW clients with a specific focus on their lump sum investments and estate planning needs.

POSITION INFO:

Recognised tertiary qualification, alternatively willing to complete a relevant qualification within the next 6 years

PGDip Financial Planning/CFP will be an advantage

RE5 or willing to complete RE5

Experience in investment advisory to clients as a Wealth Manager in the HNW segment

Strong sales, interpersonal and business development skills

Ability to grow investment client book within the first 12 months and consistently after.

5 years experience in financial advisory role

Valid drivers license

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

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