Job Description
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EMPLOYMENT TYPE : Permanent
SECTOR : Wealth Management
BASIC SALARY : Market related
START DATE : A.S.A.P
REQUIREMENTS:
EMPLOYMENT TYPE : Permanent
SECTOR : Wealth Management
BASIC SALARY : Market related
START DATE : A.S.A.P
REQUIREMENTS:
- 510 years experience as a Private Client Wealth or Relationship Manager.
- Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.
- Grade 12 (Matric).
- Recognized FSCA-approved tertiary qualification.
- Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).
- RE5 certification (required).
- Valid Financial Services Provider (FSP) license, including Category 1.
- Proficient in Microsoft Office.
- Computer literate and technologically savvy.
- Valid drivers license...
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