Wealth Manager, Durban

Independent Resourcing Consultancy Ltd; Durban; Hybrid; ZAR 30,000 - 70,000; Full time

Job summary

An established industry player is seeking experienced Wealth Managers and Financial Planning professionals to join their highly reputable firm in Durban. This role offers a unique opportunity to support high-net-worth clients with tailored offshore and onshore advice while receiving comprehensive training and mentorship. You'll be part of a dynamic team that values personal development and ethical standards, ensuring you can earn your clients' trust through expertise. With a variety of international investment products at your disposal, this position promises a broad scope of opportunity for professional growth and success.

Benefits

Comprehensive product and services training

Paid industry development for professional qualifications

Para-planner and case manager business planning support

Established lead generation support

Exit Strategy for long term support

Remote working options

Inter-company transfer options to international locations

Qualifications

• 5+ years industry experience in Wealth Management and Financial Planning.
• Strong ability to develop and manage relationships with clients.

Responsibilities

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

Skills

Wealth Management

Financial Planning

Client Relationship Management

Estate Planning

Investment Knowledge

Trusts and Annuities

Education

RE5 Qualification

Degree in Wealth Management

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 Durban, 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.
• 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