+ 27 21 300 1314 

Wealth Specialist

V570      Permanent      Durban


Commission Bases Only

Job Description:

Our client a Financial Brokerage company is seeking to employ Wealth Specialists/Advisor s to market company products to High Net worth Individuals to invest funds under management.

With offices based nationally they are looking for candidates that are target driven and motivated to succeed with a passion for the financial industry.

Job Description:              

Incumbents must be ambitious, charismatic and relentless in their  pursuit to achieve their goals and carve out their space in the investment services industry. Our client,  an Investment Portfolio Management firm is seeking out those who believe they have what it takes to do great things and have the desire incumbent therein to achieve this greatness! They are seeking candidates to join their exciting team of wealth specialists, with primary role of client acquisitions, CRM and performing analysis and advising clients on the right investments.


  • Client acquisition
  • Client relationship management
  • Analysing and advising clients on the correct investment strategies and underlying instruments
  • Track and stay up to date with local and foreign stock markets
  • Monitor client’s portfolios & Perform investment reporting to clients
  • Presentations to clients


  • CPT / BFN / JHB


  • 3 years’ experience in the industry.
  • RE exams
  • Undergraduate degree – preferably in business or finance or other related subject
  • Computer Literacy (MS Office)
  • Have an absolute passion for the stock market and investment environment
  • Own transport, laptop and cell phone.

Competencies & skills:

  • High standard of communication and interpersonal skills
  • Ability to accept responsibility
  • Strategic, logical and practical thinking
  • Strong knowledge of financial, mathematical, statistical theories and practices.

Should you meet the requirements, please email your cv to leila@globerecruitment.com or contact – 021 3001314

Date Posted: 15/02/2017

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