Relationship Manager
2 weeks ago
Vacancy - Gauteng
Position: Wealth Manager
MUST HAVES:
Qualifications: Relevant degree or post graduate diploma in Financial Planning.
A CFP (Certified Financial Planner) would be the ideal/preferential.
Must have more than R200mil. assets under advice.
Must have at least 5 years’ experience in rendering advice in terms of investments, life insurance, medical aid and/or employee benefits.
Must be comfortable to start servicing clients on appointment.
Must be able to source clients and build own client base.
Must have own transport.
**Salary**: To be discussed.
Ability to commute/relocate:
- Sandton, Gauteng: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Primary (preferred)
**Experience**:
- Wealth: 5 years (required)
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