Wealth Planner

Status Staffing • durban, durban, South-Africa • Posted May 29, 2026

Location durban, durban

Job Type Full-time

Category Other-General

Posted May 29, 2026

                A recent professional profile photo is to accompany your application 
EMPLOYMENT TYPE    :           Permanent
SECTOR                          :           Finance / Procurement
BASIC SALARY              :           Market related
START DATE                  :           A.S.A.P

REQUIREMENTS:  
510 years experience as a Private Client Wealth Manager. 
25 years experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning, and estate planning. 
Computer literate and technologically savvy. 
Proficient in Microsoft Office. 
Grade 12 (Matric). 
Recognized tertiary qualification in a finance-related field, such as a BCom, BBusSc, or a Wealth Management/Investment Management qualification. 
A completed Postgraduate Diploma in Financial Planning would be advantageous. Candidates currently completing the qualification wi...
            

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