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) examination and currently registered on an FSP license as a Representative providing advice and intermediary services.
Registered on an FSP license for relevant product categorie...