Private Wealth Advisor

 

Recruiter:

The Hiring House

Job Ref:

JHB000022/AT

Date posted:

Tuesday, June 28, 2022

Location:

Johannesburg, South Africa


JOB SUMMARY:
A major player in the Financial Services sector, one of the top banks in the country is seeking a Private Wealth Advisor to be based in their Johannesburg Fairlands, Sandton and Polokwane office.

JOB DESCRIPTION:

The ideal candidate must possess the following in order to be considered:

  • Minimum Qualification - Degree in Finance, Economics or Accounting
  • Preferred Qualification - Certified Financial Planner (CFP)
  • Experience - 3 to 5 years experience in a Banking,
    Investment, Financial Planning, Wealth Management, and
    client facing environment
  • Additional Knowledge - Full understanding of money
    management principles
  • Sound working knowledge of required business-related
    systems
  • Sound working knowledge of Banking and Financial Services
    Regulatory requirements
  • Knowledge on wealth management creation and
    accumulation
Should this be of interest to you kindly email us an updated CV, qualifications as well as a recent DOFA certificate from FSCA stating all categories you are allowed to sell. Our email address

 


 

 

 

Similar jobs you might be interested in:

Investment Specialist UHNW Families
Location: Johannesburg
Salary: Market-Related
You''ll play a pivotal role in supporting and managing relationships with UHNW families while contributing to the firm''s global investment strategy and operations.
12 days ago


Client Relationship Specialist | Johannesburg
Location: Johannesburg
Salary: Market Related
Client Relationship Specialist | Johannesburg
39 days ago


COMMISSION AND DATA REPORTING OFFICER
Location: Pretoria
Salary: R31k - 32,8k per month
Growth-focused role, ownership of reporting deliverables, contributing to revenue transparancies
Today


Financial Advisor
Location: Centurion
Salary: R20 000
We are looking for a self motivated and target driven Financial advisor for a well established firm based in the Irene area in Centurion. As a Financial advisor, you will play a key role in helping clients achieve financial security and long-term wealth through tailored insurance and investment solutions. You’ll work under the guidance of senior advisors and managers, gaining hands-on experi...
28 days ago


Financial Advisor
Location: Centurion
Salary: R20 000 Monthly
We are looking for a self motivated and target driven Financial advisor for a well established firm based in the Irene area in Centurion. As a Financial advisor, you will play a key role in helping clients achieve financial security and long-term wealth through tailored insurance and investment solutions. You’ll work under the guidance of senior advisors and managers, gaining hands-on experi...
29 days ago


Financial Advisor
Location: Johannesburg
Salary: 30 000 Monthly
Bedfordview - Our client is a respected leader in the financial services industry with over 30 years of success. They are seeking a Financial advisor to provide tailored advice and long-term insurance solutions to professionals.
22 days ago


Financial Advisor
Location: Randburg
Salary:
55 days ago


Financial Advisor | CFP | Bedfordview
Location: Bedfordview, Gauteng
Salary: R30 000
Financial advisor | CFP | Bedfordview
66 days ago


Junior Financial Advisor - Johannesburg
Location: Johannesburg
Salary: R30 000 pm
Junior Financial advisor - Johannesburg
90 days ago


Create a free job alert for Private Wealth Advisor in Johannesburg

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions