CLIENT RELATIONSHIP SPECIALIST (HNW)

Overview

(Area:) Umhlanga

(Salary:) Market Related

(Ref: LM)

Our client seeks to appoint a fully qualified and experienced Client Relationship Specialist with at least 5+ 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.

Must have matric as well as a relevant bachelor’s degree, recognized FSCA  tertiary qualification,  completed PGD in Financial Planning and RE 5 as well as licensed for Category 1 FSP.

Please email Lettie Muller: lettie@srgfp.co.za

Correspondence will only be conducted with short listed candidates.

Should you not hear from us within 14 days then please consider your application as unsuccessful.