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.

Requirements

  • 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

    Report this job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form