Wealth Management Candidates

  • Financial Planner
  • Financial Planning Coach
  • Wealth Manager
  • Financial Advisor

An experienced candidate who holds a CFP, recently completed his MBA and is a registered securities trader on the JSE. He has extensive experience in the financial services industry, ranging from banking, asset management, life insurance, retirement, employee benefits, trading and investments. With his background in retail sales and servicing, along with his academic qualifications, he could potentially be a great asset to any company. He is goal driven, energetic and self-motivated. Furthermore, he has developed strong leadership skills and is able to set strategic direction in line with a company’s overall objectives. He is passionate about technology and its overall impact on the business and in fact wrote his MBA dissertation on technology and employee performance. He would therefore like to join an organisation that embraces technology and sees it as a platform for future business growth. Within his current role, he has formulated various strategies that include organisational sales behavior and client growth plans. He regularly develops operational business documents such as client value propositions, process flows and efficiency mapping. He has also developed documents such as retirement trustee reports and provided feedback on such reports to trustees, as well as Exco members. He has strong leadership attributes and can effectively manage employees to reach key company objectives. Please email  search@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419... Read more

An outstanding employment equity candidate who holds an LLB and is an admitted attorney with 11 years of experience in the legal and compliance space.  She has experience across the board, from managing teams to drafting contracts. Her financial services industry areas of expertise are, amongst others, Linked Investment Platforms, Asset Management, Multi-Management and Wealth & Investments.  She is seeking an opportunity where she can utilise the wealth of industry experience she has in order to make a difference in a dynamic organisation. Please email search@capitala.co.za should you wish to meet her on an exploratory basis or call us at 021 419... Read more

An excellent Executive Financial Planner who holds a Postgraduate Diploma in Financial Planning (Cum Laude) from the University of Stellenbosch, an Advanced Certificate in Financial Planning (NQF Level 6) and is FAIS Compliant (Key Individual RE1). He is currently working for a large organisation within the Financial Services Sector where he has been since 2014. He was the top performer in his team for 2 consecutive years between 2010-2013 when he commenced in the industry. This candidate is driven by sales and enjoys working in a fast paced target driven environment. He would like to remain in a client facing role where he could establish a portfolio of clients in the Wealth division. This candidate would be an asset to any organisation. Please email search@capitala.co.za should you wish to meet him on an exploratory basis or call us at 021 419... Read more

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