Wealth Specialist
Frogg Recruitment SA
CapeTown, South Africa
6d ago
source : Job Placements

Wealth Specialist Cape Town

Wealth Management Specialist company is recruiting for Wealth Specialist, a sales driven professionals, advising and servicing clients with a specific focus on their lump sum investments and estate planning needs.


  • Relevant Tertiary qualification
  • PGDip Financial Planning / CFP will be an advantage
  • RE5 or in the process of completion
  • 3-5 years experience in financial advisory role
  • Experience in investment advisory to clients as a Wealth Manager in the HNW segment
  • Strong sales, interpersonal and business development skills
  • Ability to grow investment client book within the first 12 months and consistently after.
  • FROGG Recruitment SA

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