Wealth Planner
Sharon Nurock Recruitment
5d ago
source : JustTheJob.co.za

Durban - Our client supports and backs all its staff to be successful, with a long-term growth plan, much like their investment philosophy, which is centred around the following components : Culture They provide a high-performance yet supportive work environment that aims to provide staff with an engaging and challenging work experience.

The essence of this culture is embodied in always putting their clients first. Growth They are constantly looking to grow their business and add value.

They are always looking for the right people to join them on this journey. The Role : Service all existing clients that form part of an allocated Wealth Specialist’s team that they work for.

Provide first class service to all clients and as such increase the company’s market share in the area of, Assets Under Management.

Build a trusting relationship with the private wealth clients, fostering confidence and goodwill, thereby understanding and meeting their needs with the products and services on offer.

Conduct client reviews with clients to assess their situation, assessing their current needs and making recommendations where possible.

Responsible for the attainment of an Assets Under Management (AUM) target each month as part of the Wealth Specialist’s team and are actively incentivized in this regard.

Requirements : FSCA recognized qualification to be a Representative on a CAT I FSP. CFP would be advantageous. Written and passed the Representative (RE5) Exam.

Has been a Representative on an FSP(s) license for the requisite periods of time and has fulfilled the Product Specific Training (PST), Class of Business (COB) and Continuous Professional Development (CPD) requirements.

10+ years of experience in financial services with emphasis and exposure to investments, with experience in sales and HNW client servicing, conducting full needs analysis, financial planning, and estates planning. Valid driver’s license.

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