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 :

Knowledgeable

Professional individuals who possess a high level of communication

Resilient

Undeniable Work Ethic

High level of professionalism and confidentiality

Self-managed

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)

Analytical thinking

Achievement orientation

Enterprising potential

Stress tolerance

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