Wealth Manager South Africa

Details of the offer

IntroductionWhere you'll workEstablished in 1998, this is a leading, award-winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financial services institution brings together the investment expertise of a select group of international money management firms and are known throughout the industry for their experience and strong track records.How you'll roleIn your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.Duties & ResponsibilitiesWhat you'll doAchieve objectives and targets through effective planning, lead management, and engaging with potential clients.Identify and target key stakeholders and ensure strong relationships are fostered.Contact potential clients and create a rapport by networking and following up on leads.Conduct in-depth needs analyses and provide comprehensive wealth planning to clients.Provide sound advice on Investments, Wealth and Estate planning.Maintain an internationally recognised customer experience.Ongoing servicing of client book.Conduct regular meetings with key clients.Desired Experience & QualificationWhat you'll need5+ years' experience in a financial advisory role.Financial planning and sales experience.Must be in possession of an RE 5 qualification.High-performing and target driven.The ability to work independently.A transferable book of AUM will be beneficial.Offshore experience will be beneficial.Package & RemunerationBasic + commission (to be discussed at interview stage).
#J-18808-Ljbffr


Source: Whatjobs_Ppc

Job Function:

Requirements

Senior Risk Analyst

This role includes direct managerial responsibility for a team of 5 professionals, where you will play a pivotal role in driving risk management strategies w...


From - South Africa

Published a month ago

Private Portuguese Teacher Or Tutor

Company Superprof is a private tutoring platform that connects those who want to learn with skilled and passionate tutors. Our knowledge-sharing platform all...


From Superprof - South Africa

Published a month ago

Banker, Relationship Enterprise Direct

Business Segment: Business & Commercial BankingTo provide a sales and service function by adding value to Enterprise Banking client's ecosystem requiring fin...


From Standard Bank Of South Africa Limited - South Africa

Published a month ago

Aspiring Financial Advisor

Aspiring Financial Advisor Apply at locations: Bloemfontein Time Type: Full time Posted on: Posted 8 Days Ago Job Requisition ID: JR-52869 Let's Write Africa...


From Old Mutual Group - South Africa

Published a month ago

Built at: 2024-11-01T22:33:43.001Z