Permanent Wealth Planner

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General Details
Location:
, OtherNorthern Suburbs
Advertised By: Agency
Job Type: Full-Time
Description
Exciting opportunity for a Wealth Planner to join Asset Manager
Our client, a Leading Asset Manager, specializing in wealth management is seeking to employ a Wealth Planner.You will be responsible for securing "high and ultra high net wealth" clients.Qualifications and experience:
Ideal candidate will have min 5 - 7 years working
experience dealing with investment advisory
and planning (A MUST)
Candidates with investment client books will be advantageous.Relevant Degree (BBusSc or BCom)
or Wealth / Investment management Postgrad in Financial Planning advantageous RE5
FSP license
(can be under supervision for sub-categories)You should have strong relationship management and be sales driven, passionate and well organized. Call Christine for more information: 021 556 2929 / [email protected]


Job Reference #: CPT000161/CB

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