Job Description
SUMMARY:
Our client, a reputable financial services organization based in Umhlanga, is seeking a Wealth Planner to join their growing team. The ideal candidate will bring solid experience in private client wealth management, including high and ultra-high net worth investment advisory, financial planning, and estate planning. A relevant finance-related qualification, along with RE5 and FSP registration, is required. This role offers an excellent opportunity for a motivated professional to advance their career within a respected organization in the Durban area.
POSITION INFO:
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 plannin...