Job Description
Employment type: Permanent
Sector: Wealth Management
Basic salary: Market related
Start date: ASAP
Requirements
- 5–10 years’ experience as a Private Client Wealth or Relationship Manager.
- Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.
- Grade 12 (Matric).
- Recognized FSCA-approved tertiary qualification.
- Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).
- RE5 certification (required).
- Valid Financial Services Provider (FSP) license, including Category 1.
- Proficient in Microsoft Office.
- Computer literate and technologically savvy.
- Valid driver’s license.
- Fluent in verbal and written English and Afrikaans.
- Financial markets knowledge: strong understanding of equities, fixed income, bonds, listed property, cash instruments, and local and of...