Wealth Planner

Recruiter:

Express Employment Professionals (Midrand)

Job Ref:

Wealth Planner - Inv..

Date posted:

Monday, March 28, 2022

Location:

Johannesburg, South Africa

Salary:

240000

JOB SUMMARY:
A Local and International Wealth Management Specialist located in Johannesburg is looking to employ a motivated, driven, organised Wealth planner, with extensive experience in investments

JOB DESCRIPTION:

Requirements:

Matric
Tertiary education in relevant field (BCom, Finance or Wealth management)
Postgrad diploma in Financial planning
Completed RE5
At least 5 years’ experience as a private client wealth manager
Knowledge of Financial markets, Equities and foreign investment schemes
Valid driver’s license

Duties include but not limited to:

Acquisition of new private clients
Creation of a pipeline of producing new business and professional networks
Servicing of existing clients

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

Similar jobs you might be interested in:

PARAPLANNER - PRETORIA
Location: Pretoria
Salary: Market related
To assist the wealth planners / Financial Advisors / wealth Managers.
5 days ago

PARAPLANNER PRETORIA
Location: Gauteng
Salary: Market related
To assist the wealth planners / Financial Advisors / wealth Managers
5 days ago

PARAPLANNERCAPE TOWN - PRETORIA
Location: Pretoria
Salary: Market related
To assist the wealth planners / Financial Advisors / wealth Managers
5 days ago

PARAPLANNER - PRETORIA
Location: Pretoria
Salary: Market related
To assist the wealth planners / Financial Advisors / wealth Managers
5 days ago

Financial Planning Support Specialist | Faerie Glen
Location: Johannesburg
Salary: Annual Salary
Financial Planning Support Specialist | Faerie Glen
5 days ago

Financial Advisor
Location: Randburg
Salary:
53 days ago

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

Wealth Managers
Location: Johannesburg
Salary: Annual+ Comm
wealth Managers
79 days ago

Wealth Planner

Similar jobs you might be interested in:

Create a free job alert for Wealth Planner in Johannesburg