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 offshore investment schemes. Economic awareness: good understanding of local and global economic fundamentals. Client needs analysis: kn...