Wealth Planner

A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance / Procurement
BASIC SALARY : Market related
START DATE : A.S.A.P

REQUIREMENTS:

• 510 years experience as a Private Client Wealth Manager.
• 25 years experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning.
• Computer literate and technologically savvy.
• Proficient in Microsoft Office.
• Grade 12 (Matric).
• Recognized tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a Wealth Management/Investment Management qualification.
• A completed Postgraduate Diploma in Financial Planning would be advantageous. Candidates currently completing the qualification wi...