Relationship Manager

3 weeks ago


Alberton, South Africa Perfect Placement Solutions Full time

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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