Senior Wealth Management Specialist

2 days ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

Job Overview:

The Recruitment Council is a leading recruitment agency specializing in financial services. We are currently seeking a Senior Wealth Management Specialist to join our team.

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About the Role:

We are looking for a highly experienced wealth management specialist to lead our advisory team. The successful candidate will have a proven track record of building strong client relationships and delivering high-quality financial advice.

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Key Responsibilities:

  • Client Relationship Building: Establish trusting relationships with new clients and maintain strong connections with existing clients.
  • Business Development: Actively seek new business opportunities and referrals, and support business inflows through client prospecting.
  • Financial Roadmap and Portfolio Management: Create tailored financial plans and oversee client portfolios to ensure goals are met, with bi-annual client meetings to discuss performance and adjustments.
  • Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
  • Compliance and Professional Development: Ensure clients align with industry standards, and stay updated on industry changes through training and networking.
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Benefits:

  • Competitive salary and benefits package.
  • Ongoing professional development opportunities.
  • A dynamic and supportive work environment.
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Estimated Salary: $140,000 - $170,000 per year

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This role is ideal for a highly motivated and experienced wealth management specialist who is passionate about delivering exceptional client service and driving business growth.



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