Client Relationship Specialist / paraplanner

Employment type: Permanent
Sector: Wealth Management
Basic salary: Market related
Start date: ASAP

Requirements

• 5–10 years’ experience as a Private Client Wealth or Relationship Manager.
• Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.
• Grade 12 (Matric).
• Recognized FSCA-approved tertiary qualification.
• Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).
• RE5 certification (required).
• Valid Financial Services Provider (FSP) license, including Category 1.
• Proficient in Microsoft Office.
• Computer literate and technologically savvy.
• Valid driver’s license.
• Fluent in verbal and written English and Afrikaans.
• Financial markets knowledge: strong understanding of equities, fixed income, bonds, listed property, cash instruments, and local and of...