Wealth Manager (X3)

Wealth Manager (x3) Closing Date: 2024-07-30
Closed: No
Description:
Our client, a well-established company in the financial services industry, is seeking three (3) highly motivated and experienced Wealth Managers to join their team.

The positions are located in: Bellville (x1), George (x1), and Krugersdorp (x1).

Responsibilities:
Prospecting for new clientsEffective communication with internal stakeholders and clientsCollaborating with internal teamsConducting financial planning and insurance adviceSelling tailored products to clientsProviding ongoing service and supportReporting to managementEnsuring adherence to quality standardsOther tasks related to the role
Essential qualifications and requirements:
Relevant tertiary qualification and certificationsProven experience in wealth managementExisting client portfolioExcellent verbal and written communication skills (Afrikaans and English)Strong computer skills (MS Office)Valid driver's license and reliable transport
Commencement date: As soon as possible.

To apply, visit www.m3online.co.za before 09:00 on 30 July 2024.

For inquiries, contact M3 Human Capital Management at 021 863 1444.

Only shortlisted candidates will be contacted. If you do not hear from us within two weeks of the closing date, consider your application unsuccessful.

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