Wealth Planner - Training will be Provided

Western Cape
Permanent
Full-time

23 days ago

Job Title: Wealth PlannerLocation: Bryanston, Durban, Cape TownCompany: EQ-FINWe are seeking a Wealth Planner to join our team and provide comprehensive financial planning and investment management services to high-net-worth clients. The ideal candidate will have a strong background in finance, excellent communication skills, and a passion for helping clients achieve their financial goals.Key Responsibilities:
- Develop and implement customized financial plans for clients based on their individual needs and objectives
- Provide investment recommendations and asset allocation strategies to help clients grow and protect their wealth
- Monitor and review client portfolios on a regular basis to ensure they remain aligned with their financial goals
- Act as a trusted advisor to clients, building long-term relationships and providing ongoing support and guidance
- Stay current on market trends and investment opportunities to help clients make informed decisions
- Collaborate with other financial professionals, such as tax advisors and estate planners, to provide holistic wealth management solutionsQualifications:
- Bachelor's degree in finance, economics, or a related field
- Minimum of 2 - 3 years of experience in financial planning or Sales
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of financial products and services, including mutual funds, stocks, bonds, and alternative investmentsIf you have a passion for helping clients achieve their financial goals and a desire to work in a dynamic and collaborative environment, we encourage you to apply for the role of Wealth Planner. Join us and make a difference in the lives of our clients.Drivers LicenseReliable VehicleLaptopClear Criminal and Credit Record

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