Associate Wealth Manager Durban

7 months ago

Durban, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Job Purpose**:
To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financial and investments needs.

**Job Scope**:
The role provides paraplanning support to the Wealth Manager while building a book of future Wealth clients typically in the 30+ to 50+ age group. Primary focus is on Risk solutions, and Investment financial planning. Review and service clients on annual basis. Meet Risk and Investment targets through the acquisition and upsell to clients. Delivery of holistic plans and services in the affluent segment.

The Associate Wealth Manager will essentially hit the deck running with a primary focus on risk solutions with API targets of R300 000 in year 1, building their investment book of clients with Investments Gross Flows targets of R30million in year 1 while also providing paraplanning support to the wealth manager.

This is a variable earning role with the vesting allowance remunerated for only up to 24 months. It is a role of own lead generation and calls for a hunter profile.

**Minimum Requirements**:
**Qualification Requirements**
- Business Degree or similar
- CFP or studying towards CFP
- RE 5

**Experience Requirements**
- Previous experience working as a paraplanner or in a similar position for 2-5 years
- Track record of client acquisition and selling
- Knowledge in tailored financial solutions
- Analyse complex financial information using financial tools
- High technical skills on investments, risk planning, estate planning, business solutions

**Computer Literacy**
- Microsoft Office proficiency
- Advanced MS Excel
- Experience with a Financial PLanning tool is preferable
- CRM tool experience is preferable

**Interpersonal and Intrapersonal Skills**
- Effective networking
- Strong presentation skills
- Persuasive communication (verbal and written) and IT fluency
- Creative talents and ability to solve tough problems
- In-dept knowledge of the industry and its current events
- The ability of manage pressure and meet deadlines
- Skill in prioritising and triaging obligations
- Attention to detail
- Excellent time management and organisation
- Persuasiveness

**Duties and Responsibilities**:

- Build a book of own clients, holistic financial planning in the affluent segment.
- Meet annual targets for Risk and Investments.
- Primary focus on Risk solution delivery, Investments and reviewing.
- Drive goals-based wealth management strategy with their clients.
- Ensure that an adequate pipeline of new client business opportunities is generated.
- Build, encourage and maintain long-term relationships with clients.
- Ensure agreed sales activity requirements are met.
- Implement suggested plans and strategies.
- Complete a minimum number of approved financial plans and analysis each month.
- Ensure that the company and its associate products are represented in a professional manner.
- Comply with all regulatory requirements including licensing and registrations.
- Suggest measures for improving customer services, satisfaction, and loyalty.

  • Sales Associates

    6 months ago

    Durban, South Africa Wealth Masters Club Full time

    Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...

  • Wealth Manager

    6 months ago

    Durban, South Africa Lexdan Select Full time

    Lexdan Select is assisting a Financial Advisory company with their search for a Wealth Manager, based in Durban, Kwa-Zulu Natal. Functions: - Responsibilities include financial planning, investment management, providing finance advice and offering insurance solutions - Leads will be provided to the Wealth Manager **Requirements**: - Bachelors degree in...

  • Financial Planner

    6 months ago

    Durban, South Africa Trident Wealth Management Full time

    **Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

  • Associate Professor, Information Systems

    2 months ago

    Durban, South Africa Durban University of Technology Full time

    Durban University of Technology (DUT) is located on the warm east coast of South Africa. It sprawls over seven (7) campuses in tropical and picturesque Durban, and in Pietermaritzburg, with its undulating hills that flow over from the Drakensberg Mountain. According to our _ENVISION2030_ strategy, DUT’s DNA has two strands, namely _‘people-centred and...

  • Private Wealth Advisor

    6 months ago

    Durban, South Africa FirstRand Full time

    Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Wealth Advisor - Durban Welcome to FNB,...

  • Sales Executive

    3 months ago

    Durban, South Africa dastile wealth insure Full time

    **OFFICE SALES EXECUTIVE - OPPORTUNITY AWAITS!!!** Dastile Wealth Insure has an office in Durban. We have an opportunity for 5 Office Sales Executive. **Location**: Durban **Remuneration**: - Basic salary up to R10 000 - Commission plus Incentives **Requirements**: - Minimum 2 years’ experience - Insurance and sales experience - RE1 or RE5 a...

  • Associate Professor/senior Lecturer/lecturer: Human

    3 weeks ago

    Durban, South Africa Durban University of Technology Full time

    Durban University of Technology (DUT) is located on the warm east coast of South Africa. It sprawls over seven (7) campuses in tropical and picturesque Durban, and in Pietermaritzburg, with its undulating hills that flow over from the Drakensberg Mountain. According to our **ENVISION2030 **strategy, DUT’s DNA has two strands, namely ‘people - centred...

  • Associate Professor, Information Systems

    3 weeks ago

    Durban, South Africa Durban University of Technology Full time

    Job title : Associate Professor, Information SystemsJob Location : KwaZulu-Natal, DurbanDeadline : December 08, 2024Quick Recommended Links Jobs by Location Job by industries Minimum Requirements Associate Professor:  A relevant Doctorate Degree and an undergraduate degree in Information Systems/Information Technology/Electronic Engineering/Computer...

  • Associate Professor, Information Systems

    2 weeks ago

    Durban, South Africa Durban University of Technology Full time

    Job title : Associate Professor, Information Systems Job Location : KwaZulu-Natal, Durban Deadline : December 08, 2024 Quick Recommended Links Jobs by Location Job by industries Minimum Requirements Associate Professor:  A relevant Doctorate Degree and an undergraduate degree in Information Systems/Information Technology/Electronic...

  • Professor/associate Professor/senior Lecturer: Ref

    3 months ago

    Durban, South Africa Durban University of Technology Full time

    Applications are invited from interested person(s) for the under mentioned post. Durban University of Technology (DUT) is located on the warm east coast of South Africa. It sprawls over seven (7) campuses in tropical and picturesque Durban, and in Pietermaritzburg, with its undulating hills that flow over from the Drakensberg Mountain. According to our...

  • Associate Professor, Information Systems

    1 month ago

    Durban, South Africa Durban University of Technology Full time

    Durban University of Technology (DUT) is located on the warm east coast of South Africa. It sprawls over seven (7) campuses in tropical and picturesque Durban, and in Pietermaritzburg, with its undulating hills that flow over from the Drakensberg Mountain. According to our ENVISION2030 strategy, DUT’s DNA has two strands, namely ‘people-centred and...

  • Head of Department/professor/associate

    6 months ago

    Durban, South Africa Durban University of Technology Full time

    Durban University of Technology (DUT) is located on the warm east coast of South Africa. It sprawls over seven (7) campuses in tropical and picturesque Durban, and in Pietermaritzburg, with its undulating hills that flow over from the Drakensberg Mountain. According to our ENVISION2030 strategy, DUT’s DNA has two strands, namely ‘people-centred and...

  • Head of Department/professor/associate

    6 months ago

    Durban, South Africa Durban University of Technology Full time

    Durban University of Technology (DUT) is located on the warm east coast of South Africa. It sprawls over seven (7) campuses in tropical and picturesque Durban, and in Pietermaritzburg, with its undulating hills that flow over from the Drakensberg Mountain. According to our ENVISION2030 strategy, DUT’s DNA has two strands, namely ‘people-centred and...

  • Head of Department/professor/associate

    6 months ago

    Durban, South Africa Durban University of Technology Full time

    Durban University of Technology (DUT) is located on the warm east coast of South Africa. It sprawls over seven (7) campuses in tropical and picturesque Durban, and in Pietermaritzburg, with its undulating hills that flow over from the Drakensberg Mountain. According to our ENVISION2030 strategy, DUT - s DNA has two strands, namely ‘people-centred and...

  • Head of Department/professor/associate

    6 months ago

    Durban, South Africa Durban University of Technology Full time

    Durban University of Technology (DUT) is located on the warm east coast of South Africa. It sprawls over seven (7) campuses in tropical and picturesque Durban, and in Pietermaritzburg, with its undulating hills that flow over from the Drakensberg Mountain. According to our ENVISION2030 strategy, DUT’s DNA has two strands, namely ‘people-centred and...

  • Wealth Management Specialist

    2 days ago

    Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Overview: The Recruitment Council is seeking a dedicated Wealth Management Specialist to lead our wealth planning initiatives. This role involves developing and implementing comprehensive wealth plans that cater to the diverse needs of high-net-worth clients.Responsibilities:Provide customized wealth planning solutions that address investments, risk,...

  • Retail Sales Associate

    3 weeks ago

    Durban, KwaZulu-Natal, South Africa OneCart Full time

    We are OneCart, a leading e-commerce platform in South Africa.Job Title: Retail Sales AssociateWe are currently seeking a skilled Retail Sales Associate to join our team at Hillcrest Corner in KwaZulu-Natal, Durban. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, assisting with order collection and payment,...

  • Associate Professor/Senior Lecturer

    3 weeks ago

    Durban, South Africa Durban University of Technology Full time

    Job title : Associate Professor/Senior Lecturer & HOD - Food Nutrition: Consumer ScienceJob Location : KwaZulu-Natal, DurbanDeadline : December 05, 2024Quick Recommended Links Jobs by Location Job by industries Minimum requirements: PhD in the relevant discipline relevance in this context will depend on the cluster of academic programs located in the...

  • Broker Consultant

    3 weeks ago

    Durban, South Africa PPS Full time

    Job title : Broker Consultant (Durban)Job Location : KwaZulu-Natal, DurbanDeadline : December 22, 2024Quick Recommended Links Jobs by Location Job by industries Qualifications: Matric  A three year or higher bachelor’s degree or national diploma A completed NQF 5 – Wealth Management or RFP 3 would be advantageous  Experience: At least 2 years’...

  • Broker Consultant

    3 weeks ago

    Durban, South Africa PPS Full time

    Job title : Broker Consultant (Durban) Job Location : KwaZulu-Natal, Durban Deadline : December 22, 2024 Quick Recommended Links Jobs by Location Job by industries Qualifications: Matric  A three year or higher bachelor’s degree or national diploma A completed NQF 5 – Wealth Management or RFP 3 would be advantageous  ...