💼 Full-Time Position

Wealth Planner

🏢
Status Staffing
📍 durban, kwazulu natal, South-Africa
📍
Location
durban, South-Africa
📅
Posted
June 05, 2026
⏰
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

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

  • 5–10 years’ experience as a Private Client Wealth Manager.
  • 2–5 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) e...