Job Description

Innovation Wealth, a well-established company operating in the financial services industry, is expanding and would like to join forces with like-minded individuals who are currently working as Wealth Managers and who is open to discuss the possibility of joining this well-established brand with your client base (small, medium or large client base).There are 3 opportunities available at the offices in the following respective areas:
Bellville (x1)
George (x1)
Krugersdorp (x1)Responsibilities will entail providing comprehensive financial advice and solutions to clients pertaining to Wealth Management, Investment Management, Short-term Insurance, Healthcare, etc.Responsibilities in more detail: *prospecting for new clients *communicating effectively with internal stakeholders & existing clients *collabora?ting with internal teams *conducting comprehensive financial planning & short-term insurance advice for clients *selling of products tailored to client needs *providing ongoing service & support to clients *reporting to management *ensure adherance to quality standards & meas?ures *all other tasks related to the role.Essential qualifications and minimum requirements:
Relevant tertiary qualification & certifications;
Proven experience in a wealth management role;
Must have an existing client portfolio;
Superb verbal & written communication skills (Afrikaans & English);
Strong computer skills (MS Office);
Valid drivers license and own reliable transport.Please apply online at www.m3online.co.za before 09:00 on 30 August 2024.For general enquiries, contact our team at M3 Human Capital Management on XXX-XXXX.Please note that only shortlisted candidates are contacted. If you dont hear from us within two weeks of the closing date, please assume that your application was unsuccessful.

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