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:

Financial Advisors, Wealth Managers or Associates
Location: Pretoria
Salary: Negotiable depending on various factors
Our client is looking for self-driven Financial Advisors with a proven success rate. Various Opportunities is available in most regions. Diverse Financial Product Range - Submit your updated CV and DOFA, to book a conversation and introduction.
7 days ago

Wealth Manager
Location: Johannesburg
Salary:
12 days ago

WEALTH ACADEMY HEAD
Location: Pretoria
Salary: Market related
Provide training to interns as well as other internal staff and develop career paths.
1 day ago

Business Development Consultant - Wealth
Location: Pretoria
Salary: Market related
Join my successful client in the wealth Industry to follow up on leads from the wealth Managers to s
21 days ago

ACADEMY HEAD: WEALTH
Location: Pretoria
Salary: Market related
Provide training to interns as well as other internal staff and develop career paths.
22 days ago

Wealth Planner

Similar jobs you might be interested in:

Create a free job alert for Wealth Planner in Johannesburg