Overview
CLIENT Relationship Specialist/Wealth Manager HNW Jobs in Durban, South Africa at SRG Recruitment Agency in Durban
Position: CLIENT RELATIONSHIP SPECIALIST (Wealth Manager HNW)
Our client seeks to appoint a fully qualified and experienced CRS / Wealth manager with at least 6+ years direct experience in a similar position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local and Foreign Investment Schemes is critical to this role.
Minimum Requirements:
Must have matric as well as a relevant bachelor’s degree.
Recognized FSCA tertiary qualification.
Completed PGD in Financial Planning.
RE 5 and licensed for Category 1 FSP.
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Title: CLIENT Relationship Specialist/Wealth Manager HNW
Company: SRG Recruitment Agency in Durban
Location: Durban, South Africa
Category: Finance & Banking (Wealth Management, Financial Manager, Financial Consultant, Portfolio Manager)
