Overview
(Area:) Umhlanga
(Salary:) Market Related
(Ref: AG)
Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6+ years direct experience in a similar position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local and Foreign Investment Schemes is critical to this role.
Must have matric as well as a relevant bachelor’s degree, recognized FSCA tertiary qualification, completed PGD in Financial Planning and RE 5 as well as licensed for Category 1 FSP.
