Wealth Specialist

 

Recruiter:

Frogg Recruitment SA

Job Ref:

Wee567

Date posted:

Thursday, April 29, 2021

Location:

CapeTown, South Africa

Salary:

Negotiable


SUMMARY:
Wealth Specialist Job in Cape Town

POSITION INFO:

Wealth Specialist Cape Town

Wealth Management Specialist company is recruiting for Wealth Specialist, a sales driven professionals, advising and servicing clients with a specific focus on their lump sum investments and estate planning needs.

Salary Negotiable

Requirements

  • Relevant Tertiary qualification
  • PGDip Financial Planning/CFP will be an advantage
  • RE5 or in the process of completion
  • 3-5 years’ experience in financial advisory role
  • 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.

 FROGG Recruitment SA

 



 

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