Wealth Management Specialist

4 weeks 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 in Johannesburg. As a Wealth Management Specialist, you will play a key role in supporting HNW clients with offshore and onshore advice, providing a 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
  • RE5 qualification
  • Strong ability to develop and manage relationships with clients and partners
  • Committed individual with a desire to succeed and progress professionally
  • Keen interest in personal development and business optimization
What We Offer:
  • Comprehensive product and services training and mentorship
  • Paid industry development for professional qualifications
  • Para-planner and case manager business planning support
  • Established lead generation support
  • Exit Strategy for long-term support and development
  • Both remote working and highly facilitated offices to work in
  • Inter-company transfer options to international locations


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