Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?
People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.
Character & Personality Traits for this Role :
Professional individuals who possess a high level of communication
Undeniable Work Ethic
High level of professionalism and confidentiality
Wealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.
Technical Skills :
Advanced communication (English business language)
QUALIFICATIONS REQUIRED FOR ROLE :
min 120 credits NQF 5 / 6
Main Responsibilities :
Attending client meetings
Protect, secure and grow clients'''''''' wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planning
Assessing client needs by conducting in-depth financial needs analysis
Executing highly customized solutions to meet clients financial needs
Regular servicing of clients
Sourcing prospective clients and referrals
Meeting activity and sales targets
Reviewing and responding to clients changing needs and financial circumstance