Job Description

Sandton - Our client, a prestigious financial services provider, is seeking to appoint an experienced and highly skilled Wealth Manager. This is an exciting opportunity to join a leading firm and make a significant impact in the world of wealth management.The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made.
Responsibilities:

• Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
• Prospect and obtain new clients in the market to add to it's already extensive book
• Provide financial products and services in a professional manner, building rapport and confidence in the clients.
• Maintain ongoing communication with clients
• Develop comprehensive financial plans tailored to individual client
• Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
• Stay informed about market trends and economic developments
• Assess clients risk tolerance and recommend appropriate risk management strategies
• Provide advice on Investment and Risk Products.
• Identify opportunities for cross-selling and upselling financial services
• Network with professionals, attend industry events, and participate in marketing initiatives
• Ensure compliance with industry regulations and ethical standards.
• Maintain accurate records and documentation.
• Stay updated on changes in financial laws and regulations.
• Prepare regular reports for management and clients.

Requirements

• Minimum Matric with Tertiary Education in Finance-related field Non-Negotiable! (NQF5: Wealth Management/ Bcom/ Finance related qualifications)
• RE5 Non-Negotiable
• Drivers License and own vehicle non-negotiable
• Relevant Class of Business's in place
• Fit and Proper
• Minimum 3 Years in Financial Planning Role
• Excellent command of Microsoft Excel or related software

Remuneration

• Market-Related Basic Salary (Experience/Qualification dependent)
• Lucrative Commission Structure

***Please note, only shortlisted candidates will be contacted***

Fouche & Co Recruitment