Wealth Manager, Durban

Independent Resourcing Consultancy Ltd • Full-time • Durban, KwaZulu-Natal, South Africa • 1w ago

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?

We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and advice delivered to the highest ethical standards in accordance with a rigid code of conduct. The role will consist of supporting HNW clients with offshore and onshore advice for a highly reputable wealth management company in Johannesburg, providing a vast range of international investment products and onshore financial planning support.

You will receive comprehensive training and mentorship and industry development tailored to you as an individual where required to support with your personal growth to play a key part of the company and best support your clients.

Package includes but is not limited to:

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 such as the UK or Mauritius
Affiliated with a vast range of product houses, asset and fund managers for offshore and onshore service lines. Offering a broad scope of opportunity: Offshore platforms, Trusts, Investments, Insurances and Annuities just to name a few.

Required:

5+ Years Industry Experience.
Holistic work experience and knowledge: may consist of some of listed. Endowments, Investments, Trusts, Pensions, Wills, Estate Planning, Structure Products, Discretionary Fund Management, Life Cover and Long-Term Savings.
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.
Integral and honest individual.

Preferred:

Degree Educated
NQF 5 in Wealth Management

Apply directly

Related Jobs

Financial Analyst Umhlanga, Durban

Talksure Pty Ltd • Other • Umhlanga Rocks, Durban, KwaZulu-Natal, KwaZulu-Natal, South Africa • $200 - $300 / year • 3min ago

SKU-ZAWJO

3min ago

Apply

Newly Qualified Chartered Accountant

Network Recruitment - Finance Corporate • Other • Durban, KwaZulu-Natal, South Africa • $200 - $300 / year • 3min ago

SKU-ZAWJO

3min ago

Apply

Specialist Advertising Umhlanga

Talent Candey • Other • Umhlanga Rocks, KwaZulu-Natal, South Africa • $200 - $300 / year • 3min ago

SKU-ZAWJO

3min ago

Apply

HVAC Technical Manager (Durban)

SFI Facilities Management Pty Ltd • Other • Durban, KwaZulu-Natal, South Africa • $200 - $300 / year • 4min ago

SKU-ZAWJO

4min ago

Apply

Sales Engineer

Stratogo • Other • Durban, KwaZulu-Natal, South Africa • $200 - $300 / year • 4min ago

SKU-ZAWJO

4min ago

Apply

Professional Civil Engineer Durban

Hire Resolve • Other • Durban, KwaZulu-Natal, South Africa • $200 - $300 / year • 4min ago

SKU-ZAWJO

4min ago

Apply

Site Supervisor

SGS Academy • Other • Durban, KwaZulu-Natal, South Africa • $200 - $300 / year • 4min ago

SKU-ZAWJO

4min ago

Apply

Production Supervisor New Germany

CTA Recruitment • Other • Pinetown, KwaZulu-Natal, South Africa • $200 - $300 / year • 5min ago

SKU-ZAWJO

5min ago

Apply

Finance Administrator Durban

GAP Consulting • Other • Durban, KwaZulu-Natal, South Africa • $200 - $300 / year • 5min ago

SKU-ZAWJO

5min ago

Apply

SHERQ Officer - Freight Industry - Maydon Warf, Dbn Market Related + Benefits

Talent Candey • Other • Durban, KwaZulu-Natal, South Africa • $200 - $300 / year • 5min ago

SKU-ZAWJO

5min ago

Apply