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Wealth Manager, Durban

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Senior (5-10 years)
Work from: 
South Africa

Offer summary

Qualifications:

5+ years industry experience, RE5 qualification, NQF 5 in Wealth Management, Degree educated, Holistic knowledge in financial products.

Key responsabilities:

  • Support HNW clients with advisory services
  • Provide international investment and planning support
  • Participate in comprehensive training and mentorship
  • Manage relationships with clients and partners
  • Facilitate business optimization strategies
Independent Resourcing Consultancy logo
Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Startup https://www.ircfs.com/
11 - 50 Employees
About Independent Resourcing Consultancy
IRC has been formed due to a passion for people and helping shape their careers.As a resourcing consultancy, we specialise in working alongside Financial Services organisations from the UK to the Middle East to support staffing levels and indeed business goals.We hold a significant portfolio of qualified candidates actively looking for opportunities. We advertise throughout social media channels and are still actively using trade press and regional newspapers in addition to maintaining an effective web presence.Many of the candidates who contact us do so through the powerful and most telling medium of word-of-mouth. Our success attracts both clients and candidates, and we are always aware that our company depends on us delivering successful affordable solutions for all those who use our recruitment services. We appreciate that your time is precious, and so have created an easy to use online Register a Vacancy which enables you to alert us of your vacancy 24/7 so we can hunt for your ideal professional quickly and efficiently. Our reputation is everything to us as a company, and we know that our success is built on our ability to deliver results for you and for the candidates who seek new career moves.
See more Independent Resourcing Consultancy offers

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 but is not limited to:

  • 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 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 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

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Business EfficiencyLead GenerationFinancial PlanningCustomer Relationship ManagementHigher EducationWealth ManagementPersonality Development

Other Skills

  • Mentorship
  • Ethical Standards And Conduct
Are you interested?

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