Wealth Manager

Cape Town, Western Cape, South Africa

Job Description


Minimum Requirements:

  • Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services Industry
  • Bcom | Relevant Tertiary Education required
  • Certified Financial Planner | CFP
  • RE 5 Completed
  • Proficient in CRM Systems essential
  • Strong knowledge of Annuities | Investments | Tax Related Assistance will be beneficial
  • Valid Driver's License and own Transport required
  • Contactable references and payslips required
Salary Structure:
  • Basic Salary of between R 25 000 and R 35 000 negotiable based on experience
  • Benefits
(Only suitable candidates will be shortlisted and contacted within 14 days)xc3x82

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Job Detail

  • Job Id
    JD1400560
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    R25000 - 35000 per month
  • Employment Status
    Permanent
  • Job Location
    Cape Town, Western Cape, South Africa
  • Education
    Not mentioned