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Wealth Planner

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Status Staffing
πŸ“ durban, South-Africa
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Location durban
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Posted June 05, 2026
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Commute Local Area
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Job Description

A recent professional profile photo is to accompany your application.

EMPLOYMENT TYPE

Permanent

SECTOR

Finance / Procurement

BASIC SALARY

Market related

START DATE

A.S.A.P

REQUIREMENTS

  • 5–10 years’ experience as a Private Client Wealth Manager.
  • 2–5 years’ experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning.
  • Computer literate and technologically savvy.
  • Proficient in Microsoft Office.
  • Grade 12 (Matric).
  • Recognized tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a Wealth Management/Investment Management qualification.
  • A completed Postgraduate Diploma in Financial Planning would be advantageous. Candidates currently completing the qualification will also be considered.
  • Successfully completed the Representative (RE5) e...

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πŸ“ Location Details

πŸŒ†
City
durban
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Country
South-Africa
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Commute
Local Area

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