Wealth Planning Specialist

3 days ago


Durban, KwaZulu-Natal, South Africa Oasis Full time

Oasis is seeking a skilled Wealth Planning Specialist to join our team. The successful candidate will be responsible for developing and implementing wealth planning strategies for high net worth individuals and families.

Key Responsibilities
  • Conduct comprehensive financial analyses to identify areas for improvement and opportunities for growth.
  • Develop customized wealth planning strategies that address client goals and objectives.
  • Implement and monitor investment portfolios to ensure alignment with client goals.
  • Provide ongoing service and support to clients to ensure they remain satisfied with their financial plans.
Requirements
  • Bachelor's degree in Finance, Accounting, Business, or a related field.
  • FAIS qualified.
  • Strong knowledge of financial planning principles and investment strategies.
  • Experience working with high net worth individuals and families.


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