Wealth Strategist
4 weeks ago
Kontak Recruitment is seeking a skilled Wealth Planner to join our team. As a Wealth Planner, you will be responsible for building strong client relationships, assessing financial goals, and offering tailored investment solutions.
Key Responsibilities:- Cultivate and maintain relationships with new and existing clients.
- Conduct thorough needs analysis to support clients in achieving their financial goals.
- Provide professional and consistent communication to manage client relationships.
- Ensure all compliance and integrity standards are met at all times.
- Completed Bachelor's degree in Finance (BCom) or a similar field.
- Currently pursuing CFA/CFP certification.
- 2 or more years solid experience as a Financial Planner or similar role.
- FSCA experience and RE5 advantageous.
Please note that we specialize in specific niche fields and regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.
Kontak Recruitment is an equal opportunity employer and welcomes applications from all backgrounds. We follow a fair process and only shortlist candidates based on requirements. Data is processed as per our Privacy Policy, and by applying, you agree to data handling. We safeguard applicant information and verify candidates selected by the client.
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