Job Description
- Proactively engage with individuals and business clients to understand financial goals and introduce tailored solutions.
- Build and manage your own client portfolio through prospecting, networking, and referrals.
- Develop holistic strategies across investment, risk, retirement, and wealth creation in collaboration with internal experts.
- Conduct regular financial needs analyses and provide ongoing client support.
- Maintain high levels of service excellence and long-term client relationships.
Minimum Requirements:
- Matric certificate (required).
- Own laptop, reliable vehicle and valid driver’s licence (essential).
- Tertiary qualification preferred (e.g., BCom, LLB, or similar).
- Experience in sales, business development, or relationship management is advantageous.
- Fluent in English (Afrikaans is a plus).
Why This Role?
- Competitive salary + performance-based incentives.
- Ongoing training, support, and real career growth.
- A high-energy team and a chance to make real impact
Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.
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