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Wealth Specialist

Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?

Our client aspires to lead wealth & offshore management into a future of professionalism and success for their advisors & clients.

People who have a passion for the Wealth Management industry and who aspire to be leaders in their profession should apply for this role.

Character & Personality Traits for this Role:

Confident

Knowledgeable

Professional individuals who possess a high level of communication

Resilient

Undeniable Work Ethic

High level of professionalism and confidentiality

Self-managed

Wealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customised financial planning for high net worth & wealth clients.

Technical Skills:

Advanced communication (English business language)

Analytical thinking
Achievement orientation
Enterprising potential
Numeracy skills
Adaptability
Stress tolerance

Qualifications:

Matric Certificate

3 – 4 years sales experience (financial services / wealth management would be a distinct advantage)

Main Responsibilities:

Attending client meetings

Protect, secure and grow clients’ wealth by providing independent, expert offshore financial advice,retirement planning, estate planning and tax planning

Assessing client needs by conducting in-depth financial needs analysis

Executing highly customised solutions to meet client’s financial needs

Regular servicing of clients

Sourcing prospective clients and referrals

Meeting activity and sales targets

Reviewing and responding to clients changing needs and financial circumstance

To apply for this job email your details to llewellyn@recruitmentcouncil.co.za

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