Wealth Strategist

7 days ago


Cape Town, Western Cape, South Africa PPS Recruitment Full time

Wealth Manager Role Overview

The Wealth Advisory team at PPS Recruitment is seeking an experienced Wealth Manager to join our team. As a key member of our team, you will be responsible for building and maintaining a book of wealth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.

Key Responsibilities:

  • Service and maintain an intimate relationship with wealth clients, family, and business partners throughout their financial life journey.
  • Create, develop, implement, and maintain customized wealth plans to nurture prosperity and security over a client's life cycle.
  • Produce and achieve numbers of R60million Investment Gross Flows and R300 000 Annual Premium Income (API) by year 1.
  • Lead generation for investments and risk clients.

Requirements:

  • Experience in wealth management and risk management.
  • Ability to build and maintain a book of wealth clients.
  • Strong communication and interpersonal skills.
  • Ability to work in a team environment.

Locations: Durban, Umhlanga Ridge; Parktown, Johannesburg; Lynnwood, Tshwane; Garden Route (remote), Bloemfontein (remote), and Cape Town.



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