Wealth Planner, Umhlanga

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Wealth Planner, Umhlanga


Wealth Planner
Location: Umhlanga, Durban (on site)
A leading wealth and investment management firm is seeking an experienced Wealth Planner to grow and manage a portfolio of high-net-worth and ultra-high-net-worth clients. This role focuses on acquiring new investment business, building long-term client relationships, providing tailored wealth planning advice, and expanding funds under management. The successful candidate will combine strong investment knowledge with a consultative, sales-driven approach while maintaining the highest standards of compliance and client service.
Key Responsibilities
    • Source and acquire new private clients and investment assets.
    • Build and maintain a strong pipeline through professional networks, referrals, and direct business development.
    • Provide ongoing wealth planning and investment advisory services to existing clients.
    • Conduct client needs analyses and recommend suitable investment solutions.
    • Ensure all advice and documentation comply with regulatory requirements and Treating Customers Fairly (TCF) principles.
    • Grow and manage a profitable client portfolio.
Requirements
    • Relevant tertiary qualification in Finance, Commerce, Wealth Management, or a related field.
    • RE5 qualification and current registration as a Representative on an FSP licence.
    • Meets Fit and Proper requirements.
    • 2 to 5 years’ experience in wealth management, investment advisory, financial planning, or estate planning.
    • Experience working with high-net-worth clients.
    • Strong understanding of investment markets, financial instruments, and local and international investment products.
    • Excellent relationship-building, networking, sales, and communication skills.
    • Valid driver’s licence.
Advantageous
    • Postgraduate Diploma in Financial Planning.
    • 5 to 10 years’ experience in private client wealth management.
Remuneration
    • Basic salary of R25,000 per month for the first 6 months, reducing to R20,000 per month thereafter.
Attractive performance-based bonus structure linked to new business generation, client retention, and overall portfolio growth.
 
Apply to nicky@proappoint.co.za