Wealth Management Professional

4 days ago


Rustenburg, North-West, South Africa Spane4all Full time

About This Opportunity

This is an exciting opportunity to join our team as a Wealth Management Professional and contribute to the success of our affluent clients. As part of our team, you will be responsible for providing analysis, research, sales, and service fulfillment to our clients.

Your Key Responsibilities

  1. Contribute to a culture of service excellence that builds positive relationships and provides opportunities for feedback and exceptional service.
  2. Understand and market all financial services solutions within the relevant business offering.
  3. Assist with profit growth for the business.
  4. Ensure effective management of the leads pipeline.
  5. Develop, encourage, and nurture collaborative relationships across the FRG.
  6. Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
  7. Contribute to innovation by finding faster and more accurate ways of working.
  8. Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
  9. Develop and manage key stakeholder relationships that enable achievement of operational objectives.
  10. Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
  11. Act responsibly with work-related resources in order to contribute to cost containment.
  12. Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base.
  13. Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to area of specialization.
  14. Provide sound services and recommendations based on customer and client needs, current information, and trends.
  15. Achieve expected financial targets and uphold associated service levels.

About Our Team

We are a dynamic and forward-thinking team that values innovation, collaboration, and excellence. We believe in empowering our employees to grow and develop their skills, and we offer a range of opportunities for professional development.



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