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Wealth Management Advisor

1 week ago

Pretoria, Gauteng, South Africa Sanlam Full time
About Us

Sanlam is one of the top financial services providers in South Africa, with a long history of providing excellent service to our clients. Our company is built on a respect for what people are worth and an appreciation for what they can become. We pride ourselves in helping our employees to realise their worth and achieve great things.

Job Summary

This role is responsible for providing new and existing clients with professional and relevant financial advice, planning and products that are suited to their needs and requirements. This involves growing the Sanlam Adviser Business by applying knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Key Responsibilities

* Provide new and existing clients with professional and relevant financial advice, planning and products that are suited to their needs and requirements
* Grow the Sanlam Adviser Business by applying knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market
* Ensure all client interactions are compliant in terms of disclosures and advice given

Requirements

* Grade 12
* Successfully completed the Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination
* Skills in financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, and financial planning and recommendations

What We Offer

We offer a range of benefits to our employees, including opportunities for growth and development, a diverse and inclusive work environment, and a commitment to transformation and embracing diversity. If you are looking for a challenging and rewarding career, we encourage you to apply.