Wealth Management Specialist company is recruiting for Wealth Specialist in the Durban area, that are sales driven professionals with a passion for, advising and servicing HNW clients with a specific focus on their lump sum investments and estate planning needs.
Recognised tertiary qualification, alternatively willing to complete a relevant qualification within the next 6 years
PGDip Financial Planning/CFP will be an advantage
RE5 or willing to complete RE5
Experience in investment advisory to clients as a Wealth Manager in the HNW segment
Strong sales, interpersonal and business development skills
Ability to grow investment client book within the first 12 months and consistently after.
5 years experience in financial advisory role
Valid drivers license
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