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Senior Wealth Management Consultant

1 week ago


Durban, KwaZulu-Natal, South Africa Ntice Search Solutions Full time

At Ntice Search Solutions, we are seeking a seasoned Senior Wealth Management Consultant to join our client-facing team. As a fully remote opportunity, you will have the flexibility to grow your network of high-net-worth individuals and increase assets under management. With a competitive base salary, benefits, and an attractive incentive scheme, this role offers excellent earning potential.

The ideal candidate will have at least 3 years of experience selling financial solutions to high-income private clients and hold a relevant degree or diploma in finance. CFP or CFA certification is preferred, or they must be open to obtaining it. Our expert Financial Planners play a key role in improving clients' financial well-being and securing their financial future.

Key Responsibilities:

  • Develop and expand a network of high-net-worth individuals seeking expert financial guidance.
  • Help clients identify their financial goals and create personalized wealth management strategies.
  • Benefit from mentorship by seasoned professionals and ongoing training to enhance expertise.