Wealth Manager

Exciting Career Opportunity in Durban!

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. If you have a passion for continuously developing yourself to best support your clients, we want to hear from you!

About the Role:

Join a highly reputable wealth management company in Durban, providing a vast range of international investment products and onshore financial planning support to HNW clients. You will earn your clients’ trust through expertise and advice delivered to the highest ethical standards in accordance with a rigid code of conduct.

Whats On Offer:

• Attractive commission rates and incentives
• 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
• Long-term exit strategy for ongoing support and development
• Flexible remote working options and access to fully facilitated offices
• Inter-company transfer options to international locations
• Access to a broad range of product houses, asset, and fund managers for diverse offshore and onshore services

Requirements:

• 5+ years of industry experience
• Holistic knowledge in areas such as Endowments, Investments, Trusts, Pensions, Wills, Estate Planning, Structured Products, Discretionary Fund Management, Life Cover, and Long-Term Savings
• Established booked of transferable clients and AUM
• RE5 Qualification
• Strong ability to develop and manage relationships with clients and partners
• A committed individual with a desire to succeed and progress professionally
• A keen interest in personal development and business optimization
• Integral and honest personality

Preferred:

• Degree educated
• NQF 5 in Wealth Management

If you believe you are suitable and this opportunity could be of interest, please apply today!