Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre
Responsibilities :
- Provide financial planning and wealth management services to high-net-worth clients (>
R5m portfolios) .
Deliver tailored investment advice with a strong focus on portfolio growth.Build and maintain strong client relationships; network and attract new business.Stay informed about market trends, regulations, and investment opportunities.Requirements :
RE5 and RE1 exams completed (FAIS compliant).CFP designation (or well advanced towards completion).3 to 5+ years of experience as a Financial Planner / Wealth Advisor.Strong investment knowledge and proven sales success.Excellent networking skills, ambitious, ideally under 35.Apply Now : If you're driven, ambitious, and passionate about investments, send us your CV today.