4th Floor, North Block, Hyde Park Corner
Jan Smuts Avenue, Hyde Park
Johannesburg, South Africa
Tel: (+27) 011-325-5400
Fax: (+27) 011-325-5402
Email: mail@paton.co.za
Thought Leader in optimizing your Personal Branding
EE EXECUTIVE PRIVATE BANKER SA NATIONALS ONLY .::. Rem : 650K .::. Gauteng
Leading Private Bank seeks well networked individuals with wealth management and lending expertise. Ultra High Net Worth experience is essential. Minimum of 5 to 10 years experience and BCom (Hons) plus CFP (non-negotiable)
Contact Melanie or Brenda on (011) 325-5400 or brenda@paton.co.za
Stockbroker SENIOR (KwaZulu Natal; KZN; Pietermaritzburg) .::. Rem : Market Related .::. Kwazulu-Natal
A top performing Portfolio Manager to take on VERY established book and management of the PMB office within the leading Private Client asset management boutique in the Midlands. Deep asset management and stockbroking expertise a must, to ensure immediate continuation/retention of HNW clientele, and the passion for people to ensure successful management of this branch. Fantastic introduction to quality of life option, together with the stimulation of an existing successful brokerage.
BCom, CFP and/or CFA, Trading exams, required.
Contact Lucy on Tel: +27 (0) 33 343-2450 or lucy@patonkzn.co.za
Wealth Manager .::. Rem : Market Related .::. Kwazulu-Natal
Cost to Company package plus a Bonus share scheme
Identify, establish and retain a wealth management relationship with affluent clients in the KZN market by providing wealth solutions through detailed financial planning, understanding of tax and investments solutions. To ensure shortlisting a proven background in the private client asset management or equivalent financial services industry is essential (ideal: 3 to 5 years experience). Bcom degree at a minimum, Honours preferably plus the additional Tax or CFP would be to your great advantage.
Call Lucy
Fiduciary Specialist .::. Rem : 250K - 320K .::. Kwazulu-Natal
With a completed CFP and perhaps the backing of a legal or finance degree you will take on a Technical Specialist role representing Trust services and the sale of estate planning/Wills and Trust structuring and products. Have the ability to source and grow HNW clients by partnering with Relationship Managers, Wealth Managers, and Financial Planners to attain an increased market share and growth of Assets under Management. CFP essential; 3 to 4 years Sales and marketing skills; deep knowledge of Trust related Legislation i.e. Estate, Trusts, Wills, FAIS Acts and Income Tax Laws.
Call Lucy
EE STOCKBROKERS – PRIVATE CLIENTS .::. Rem : 550K .::. Gauteng
Top Performing Portfolio Managers with strong Asset management and Stockbroking expertise are required. Potential candidate must have 5 to 8 years Private Clients, Wealth Management and Stockbroking background. Qualifications: BCom (Hons) plus CFA / CFP.
Call Melanie or Refilwe
EE WEALTH MANAGER - PRIVATE BANK .::. Rem : 500K + .::.
High profile Private Bank seeks top candidate with wealth management within the International and Ultra High Net Worth market experience. Requirement: 4 to 8 years experience in Private Bank – wealth management front office role. BCom (Hons) / CFP (non-negotiable).
SA Nationals Only.
Call Melanie or Refilwe
High profile Private Bank seeks top calibre individuals with International / local investment knowledge and strong relationship management skills. Networks essential, CFP plus BCom (Hons) plus 5 to 8 years Private Bank.
Call Melanie or Refilwe
