Job Description

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EMPLOYMENT TYPE : Permanent
SECTOR : Finance / Procurement
BASIC SALARY : Market related
START DATE : A.S.A.P REQUIREMENTS:
  • 510 years experience as a Private Client Wealth Manager.
  • 25 years experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning.
  • Computer literate and technologically savvy.
  • Proficient in Microsoft Office.
  • Grade 12 (Matric).
  • Recognized tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a Wealth Management/Investment Management qualification.
  • A completed Postgraduate Diploma in Financial Planning would be advantageous. Candidates currently completing the qualification will also be considered.
  • Successfully completed the Representative (RE5) examination and currently registered on an ...

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