Wealth Planner

Recruiter:

CME Recruitment

Job Ref:

CPT000161/CB

Date posted:

Thursday, August 5, 2021

Location:

Capetown, South Africa

SUMMARY:
Exciting opportunity for a Wealth Planner to join Asset Manager

POSITION INFO:

Our client, a Leading Asset Manager, specializing in wealth management is seeking to employ a Wealth Planner.

You will be responsible for securing "high and ultra high net wealth" clients.

Qualifications and experience:
Ideal candidate will have min 5 - 7 years working experience dealing with investment advisory and planning (A MUST)
Candidates with investment client books will be advantageous.
Relevant Degree (BBusSc or BCom) or Wealth / Investment management
Postgrad in Financial Planning advantageous
RE5
FSP license (can be under supervision for sub-categories)
You should have strong relationship management and be sales driven, passionate and well organized.
Call Christine for more information: ----- / christine@cmerecruitment.co.za

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

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