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

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