Wealth Management

Independent Resourcing Consultancy; Johannesburg; Hybrid; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking experienced Wealth Managers and Financial Planning professionals to join their team in Johannesburg. This role offers a unique opportunity to support high-net-worth clients with tailored financial advice, ensuring the highest ethical standards are upheld. With a commitment to personal development, you will receive comprehensive training and mentorship, enabling you to thrive in a dynamic environment. Enjoy the flexibility of remote working and the chance to work in highly facilitated offices, along with options for international transfers. If you are passionate about wealth management and eager to grow your career, this is the perfect opportunity for you.

Benefits

Comprehensive training and mentorship

Paid industry development for qualifications

Remote working options

Inter-company transfer options

Support for long-term development

Qualifications

• 5+ years of industry experience in wealth management and financial planning.
• Strong relationship management skills and a commitment to ethical standards.

Responsibilities

• Support HNW clients with offshore and onshore financial advice.
• Provide comprehensive training and mentorship for personal growth.

Skills

Client Relationship Management

Wealth Management

Financial Planning

Holistic Financial Knowledge

Integrity and Honesty

Education

Degree Educated

NQF 5 in Wealth Management

Job description

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.
• 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.

If you believe you are suitable for this opportunity, please apply directly.