Wealth Management Consultant

4 weeks ago

Durban, KwaZulu-Natal, South Africa Rad Resources Full time

At Rad Resources, we are seeking a highly skilled Wealth Management Consultant to join our team. As a key member of our financial services division, you will play a crucial role in providing expert advice and guidance to our clients.

Job Description
  • Key Responsibilities:
  • • Conduct comprehensive financial needs assessments for clients, focusing on wealth management, investment planning, and insurance solutions.
  • • Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term goals.
  • • Develop and leverage personal networks to identify sales opportunities in personal lines and business insurance.
  • • Consult with customer representatives to identify financial needs, engage internal specialists for complex data analysis, and develop specifications that align with customer requirements.
  • • Recommend suitable financial products and services based on customer needs, explain product benefits, and facilitate the purchase process at standard terms and conditions.
  • • Guide clients through the advanced features of financial products and services, ensuring alignment with their financial objectives and addressing any concerns.
  • • Set personal performance goals, take action to achieve objectives, and utilize performance management systems to enhance personal effectiveness and productivity.
  • • Implement customer contact plans to communicate new product launches and sales campaigns, build new relationships, and act as the primary contact for customer queries and complaints.
  • • Maintain and manage key client relationships to ensure high levels of customer satisfaction, retention, and loyalty.
  • • Establish and comply with a comprehensive document management system to ensure accurate and secure handling of client documents.
  • • Adhere to organizational policies, procedures, and relevant regulatory standards, obtaining necessary authorizations for any deviations.
  • • Engage in continuous professional development through assessments, formal and informal training, and coaching to enhance capabilities in financial advising.

As a successful Wealth Management Consultant, you will be rewarded with a competitive salary package and numerous benefits, including the opportunity to work with a dynamic team, continuous professional development, and a collaborative work environment.

Rad Resources is an equal opportunities employer, and we welcome applications from candidates who share our passion for delivering exceptional financial services. If you have the skills and experience required for this role, please submit your application for consideration.

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