Private Wealth Advisor

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General Details
Location:
, WoodmeadJohannesburg
Advertised By: Agency
Company Name: WhatJobs
Job Type: Contract
Description
The ideal candidate must possess the following in order to be considered:


Minimum Qualification - Degree in Finance, Economics or Accounting
Preferred Qualification - Certified Financial Planner (CFP)
Experience - 3 to 5 years experience in a Banking,
Investment, Financial Planning, Wealth Management, and
client facing environment
Additional Knowledge - Full understanding of money
management principles
Sound working knowledge of required business-related
systems
Sound working knowledge of Banking and Financial Services
Regulatory requirements
Knowledge on wealth management creation and
accumulation

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