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

Salaried Wealth Manager position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-02-07 in the Accounting Finance category