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Wealth Management Specialist

2 months ago

Durban, KwaZulu-Natal, South Africa Independent Resourcing Consultancy Ltd Full time
Unlock Your Potential as a Wealth Management Professional

We are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd. As a Wealth Management Specialist, you will play a key role in supporting HNW clients with offshore and onshore advice, providing a vast range of international investment products and onshore financial planning support.

Key Responsibilities:
  • Support HNW clients with offshore and onshore advice
  • Provide a range of international investment products and onshore financial planning support
  • Develop and manage relationships with clients and partners
  • Contribute to the growth and development of the company
Requirements:
  • 5+ years of industry experience
  • Holistic work experience and knowledge of endowments, investments, trusts, pensions, wills, estate planning, and structure products
  • RE5 qualification
  • Strong ability to develop and manage relationships with clients and partners
  • Committed individual with a desire to succeed and progress professionally
Preferred Qualifications:
  • Degree educated
  • NQF 5 in Wealth Management

We offer a comprehensive training and mentorship program, paid industry development for professional qualifications, and a competitive package that includes remote working and highly facilitated offices. If you are a motivated and experienced Wealth Manager and Financial Planning professional looking to take your career to the next level, we encourage you to apply.