Wealth Manager, Johannesburg

Independent Resourcing Consultancy Ltd; Gauteng; Hybrid; ZAR 500 000 - 800 000; Full time

Job summary

A leading wealth management firm in Gauteng seeks experienced Wealth Managers and Financial Planning professionals. The role involves providing tailored offshore and onshore advice to high-net-worth clients. You will receive comprehensive training, mentorship, and industry development opportunities to enhance your skills. Candidates should have over 5 years of industry experience and a strong desire for personal development and success. This position offers both remote and office work options.

Benefits

Comprehensive training and mentorship

Paid industry development for qualifications

Lead generation support

Inter-company transfer options to international locations

Qualifications

• 5+ years of industry experience.
• Holistic work experience in financial services.
• RE5 qualification required.

Responsibilities

• Support high-net-worth clients with financial planning advice.
• Participate in extensive training and mentorship.
• Facilitate inter-company transfers for growth opportunities.

Skills

Relationship management

Holistic financial knowledge

Personal development interest

Integrity and honesty

Education

Degree

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

• 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