Wealth Manager Pretoria

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.
• Paraplanner 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.
• Intercompany 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 LongTerm 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

• Comprehensive product and services training and mentorship.
• Paid industry development for professional qualifications.
• Paraplanner 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.
• Intercompany 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.

Remote Work :

No