A recent professional profile photo is to accompany your application 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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