Location
Johannesburg
Job Type
Full-time
Posted
July 01, 2026
Job Description
Key Responsibilities:
Client Relationship Management
Financial Planning and Advisory
Investment Management
Business Development
Compliance and Risk Management
Administration and Reporting Requirements:
5 years’ experience dealing with high net worth clients.
Post Grad qualification and RE5.
Must be well versed on Ninety one, Alan Gray, Glacier, offshore investments, estate planning etc
Proven track record of client acquisition and portfolio growth.
Competencies:Financial planning principles.
Investment markets and portfolio management.
Retirement and estate planning.
Tax-efficient investment structures.
Financial regulations and compliance requirements.
Risk management principles.
Financial products and solutions. Strong interpersonal and relationship-building skills.
Excel...
5 years’ experience dealing with high net worth clients.
Post Grad qualification and RE5.
Must be well versed on Ninety one, Alan Gray, Glacier, offshore investments, estate planning etc
Proven track record of client acquisition and portfolio growth.
Competencies: