Personal Wealth Manager

14 hours ago


Roodepoort, Gauteng, South Africa Platinum Talent ZA Full time

Platinum Talent ZA is seeking a Personal Wealth Manager to join our team. The ideal candidate will have expertise in creating financial plans and delivering personalized advisory solutions to clients.

Main Responsibilities:
  • Conduct thorough financial needs analyses for clients.
  • Offer tailored advice on financial planning, insurance, and investment products.
  • Build and maintain long-term relationships with clients.
  • Regularly review and adjust clients' financial strategies as their needs change.
  • Pursue new business opportunities.
  • Stay up-to-date with industry trends, product knowledge, and regulatory requirements.
Requirements:
  • Matric (Grade 12) or higher qualification.
  • RE5 or Bachelor's degree in Finance or related field.
  • 3+ years of industry experience.
  • Strong understanding of the investment business.
  • Excellent communication and multilingual skills.
  • Class of Business qualifications (COB).
What You'll Get:
  • Flexible work arrangement (office and remote)
  • Commission-based income with recurring income potential
  • Ongoing training and professional development opportunities
  • Access to a wide range of financial products
  • A supportive work environment and access to a mentor network
Seniority:

Mid-Senior level

Work Type:

Full-time

Job Category:

Sales, Business Development, and Consulting

Industries:

Financial Services and Insurance


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