Wealth Planner, Cape Town R25 000 basic

Wealth Planner Location: Cape Town (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 appr…