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Wealth Management Recruiters in Durban
Durban's financial services market is concentrated across Umhlanga, Ridgeside and the wider metropolitan area. We recruit for insurers, brokerages, banks, advisory firms and related financial services businesses across KwaZulu-Natal. Within that market, our wealth management desk covers recruitment for wealth practices, advisory businesses and investment focused firms.
Our wealth management desk
We recruit paraplanning, financial planning, risk analysis and advisory professionals for wealth practices, advisory firms and investment focused businesses. We consider technical capability, client responsibility, regulatory standing and the quality of each candidate's career track record.
Jobs we recruit in Durban
- ParaplannersParaplanner fact sheet for Durban
- Financial PlannersFinancial Planner fact sheet for Durban
- Risk AnalystsRisk Analyst fact sheet for Durban
- Financial AdvisorsFinancial Advisor fact sheet for Durban
- Portfolio ManagersPortfolio Manager fact sheet for Durban
- Investment AnalystsInvestment Analyst fact sheet for Durban
- Fiduciary and Estate SpecialistsFiduciary and Estate Specialist fact sheet for Durban
- Client Service LeadershipClient Service Leader fact sheet for Durban
Regulatory and compliance context
Advice and discretionary management roles fall under FAIS, with additional obligations under POPIA and, for estates work, the Administration of Estates Act. We confirm RE5, CFP standing where claimed, licence categories and continuous professional development records before shortlisting.