Wealth Managers

SUMMARY:
Our client, a leader in the wealth management space, seeks Wealth Managers to join their team.

POSITION INFO:

Our client, a leader in the wealth management space, seeks Wealth Managers to join their team in their Pretoria offices.

They take great pride in their personal service and advice to their clients; offering a diverse range of financial solutions and ensuring they maintain high levels of service to their clients.  Begin your 2022 with a fresh start, by joining a passionate wealth management team with a great track record of offering their clients a truly comprehensive range of financial solutions.

Responsibilities

• Responsible for providing your portfolio of clients with financial advice on a variety of financial solutions, whether investments, estate planning, risk etc.  
• Ability to build and develop client networks and grow your book
• Ensure your clients are kept up to date with products and services offered, ensuring retention, and always offering them the best financial solutions tailored to their needs
• Ability to analyze and formulate client proposals based on their requirements, ensuring investment planning, estate planning, risk etc. are in line with your client''s financial goals.
• Formulate client proposals covering their investment planning, estate planning, risks etc. in line with their financial goals.
• Ensure you''re up to date with relevant legislation and regulations, and that your clients are also informed accordingly
• Keep abreast of financial market trends, and ensuring client plans are responsive as required

Requirements

• Minimum of a completed commerce or similar tertiary qualification
• Minimum of 3-5 years wealth management / financial advisory experience
• Post Grad in Financial Planning / CFP / RE5
• Must have a proven track record of servicing a portfolio of clients as well as the acquisition of new clients
• Excellent knowledge of financial markets and current affairs
• Excellent communication skills; both written and verbal in Afrikaans & English
• Ability to match client requirements with product solutions
• Passionate about the wealth management space
• Knowledge on wealth management creation and accumulation
• Excellent relationship building skills and client centric
• Dynamic, self-starting, and focused.

Bring your own book to build on with a team that is passionate about servicing their clients with the best financial solutions and be rewarded with a strong commission structure.

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable financial roles.

NB! This job is now closed. You can apply for other jobs by uploading your CV.