Wealth Manager

 

Recruiter:

The Hiring House

Job Ref:

JHB000021/AT

Date posted:

Tuesday, June 28, 2022

Location:

Pretoria, South Africa


JOB SUMMARY:
Calling all experts In the Wealth management space who are seeking to grow their career in a reputable, stable and innovative organization with the Financial Services Sector. The role will be based in Menlyn Pretoria and another vacancy will be based in Polokwane.

JOB DESCRIPTION:

The purpose of the role is to serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.

The ideal candidate must have the following experience:

Minimum Qualification: Relevant Degree in Investment or Economics. Certified Financial Planner.
Experience: 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Industry related Sales or Advisory experience with high income clients preferred
Must have DOFA certificate from the FSCA with Category II

Should this be of interest to you kindly email us an updated CV to

 

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



 

 

 

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