WEALTH PLANNER
Support Services
Durban
4d ago
source : JustTheJob.co.za

WEALTH PLANNER Our client is recruiting for Wealth Planners that are sales driven financial service professionals with a passion for prospecting, advising and servicing high net worth clients (HNW).

Specific focus being on their lump sum investments and estates needing planning. Which needs to be achieved through local and offshore Personal Share Portfolio (PSP) and fund product offering Ideal for sales driven individuals to establish and build a career in a private client advisory environment which is achieved through growing an investment client book within the company.

Recognised tertiary qualification PGDip Financial Planning / CFP will be an advantage Written and passed RE5 or will complete within the next 2 years Experience in investment advisory to clients as a Wealth Manager in the HNW segment will be considered advantageous Ability to grow an investment client book within the first 12 months and consistently thereof Valid drivers license

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