• 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***
Salaried Wealth Manager position available in Gauteng, Gauteng. This job position was posted by Fouche & Co Recruitment. The job has been posted as a char8000 ad on 2025-02-08 at 01:05:18 in the Finance Accounting category