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Claremont: Wealth Manager (New Business) | Claremont

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Job Description

About the Role

Our client is seeking a dynamic and results-driven Wealth Manager (New Business) to join their Wealth Management division. As the face of the firm, you will share their unique story with ideal clients to drive sustainable growth in Assets Under Management (AUM) and expand their boutique Family Office reach.

Key Responsibilities

  • Business Development: Identify and attract new “Ideal Families” by networking, obtaining referrals, and delivering compelling presentations and proposals.
  • Client Acquisition: Manage the full sales cycle, from initial prospect meetings (“Telling the Story”) to evaluating closing ratios against strategic targets.
  • Relationship Deepening: Proactively cross-sell the Group’s full suite of services, aiming for clients to utilize three or more service offerings.
  • Seminar Engagement: Manage invites for quarterly seminars and attend events to identify and follow up on new business leads.
  • Holistic Advisory: Conduct regular client reviews, re-evaluate risk profiles, and provide comprehensive feedback on portfolio and financial needs.
  • CRM Excellence: Utilize Xplan for task management, reporting, and maintaining meticulous client information.
  • Compliance & Teamwork: Maintain 100% industry compliance in all file preparation and collaborate with Wealth Management Associates (WMAs) to ensure seamless administration.

Requirements

Experience: Proven experience providing holistic financial planning and advice to HNW and UHNW clients for at least 5 years.

Education: Undergraduate degree in Commerce or Business Science, Postgraduate Diploma in Financial Planning required.

Professional Registration: Registered CFP with the FPI.

Technical Skills: Proficiency in Xplan (or a similar CRM system) and Microsoft Office suite.

Qualifications

(No qualifications mentioned in original job description)

Salary & Benefits

(No salary information or benefits mentioned in original job description)

Note: As no salary information or benefits were provided in the original job description, this section has been left blank.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Sales Jobs in Cape Town City Centre

In Cape Town City Centre, the sales industry is a vibrant and competitive field, with many companies requiring skilled professionals to drive revenue growth and customer engagement. Typically, this role involves building relationships with clients, identifying business opportunities, and negotiating deals. Generally, sales positions in Cape Town City Centre are often fast-paced and dynamic, with a strong emphasis on communication, problem-solving, and result-driven performance.

The typical salary range for a sales professional in Cape Town City Centre can vary widely, depending on factors such as level of experience, company size, and industry sector. While broad ranges are difficult to pinpoint due to this variability, it’s common for entry-level positions to fall within the R400 000 – R600 000 per annum bracket, while senior roles may command salaries ranging from R800 000 – R1 200 000 per annum. However, these figures are only a rough guide and can vary significantly depending on individual circumstances.

Common skills required for sales roles in Cape Town City Centre include excellent communication and interpersonal skills, the ability to build strong relationships with clients, and a proven track record of meeting or exceeding sales targets. Typically, candidates with experience in customer-facing industries, such as financial services or technology, are well-positioned for this role. Additionally, knowledge of industry-specific trends, market analysis, and negotiation techniques are highly valued. Often, companies also look for individuals with strong business acumen, strategic thinking, and problem-solving skills.

Sales professionals in Cape Town City Centre commonly work across various industries, including financial services sector, technology industry, manufacturing sector, and more. These roles often involve interacting with clients from diverse backgrounds, understanding their needs, and providing tailored solutions to drive growth and revenue.

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For those looking to start or advance a sales career in Cape Town City Centre, career development opportunities are plentiful. Typically, entry-level positions lead to junior sales manager or account management roles within 2-5 years, while senior professionals may move into leadership positions, such as sales director or business development manager. Many companies also offer training and development programs to enhance skills and knowledge, ensuring that sales professionals stay up-to-date with industry trends and best practices.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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