Wealth Management Specialist
3 weeks ago
We are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd in Pretoria. As a key member of our wealth management team, you will be responsible for providing expert advice and support to high net worth clients, helping them achieve their financial goals and objectives.
About the RoleThis is a unique opportunity to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional. You will receive comprehensive training and mentorship, as well as industry development tailored to your individual needs, to support your personal growth and career advancement.
Key Responsibilities- Support HNW clients with offshore and onshore advice, providing a vast range of international investment products and onshore financial planning support.
- Develop and manage relationships with clients and partners, building trust and delivering expert advice to the highest ethical standards.
- Work closely with our team to provide comprehensive product and services training and mentorship, as well as paid industry development for professional qualifications.
- Contribute to the development of business plans and strategies, identifying opportunities for growth and improvement.
- 5 years industry experience, with a strong background in Wealth Management and Financial Planning.
- RE5 qualification and a keen interest in personal development and business optimization.
- Strong ability to develop and manage relationships with clients and partners, with a commitment to delivering exceptional service.
- Degree educated, with a strong understanding of financial markets and products.
- Comprehensive product and services training and mentorship.
- Paid industry development for professional qualifications.
- Paraplanner and case manager business planning support.
- Established lead generation support.
- Exit Strategy for long-term support and development.
- Both remote working and highly facilitated offices to work in.
- Intercompany transfer options to international locations such as the UK or Mauritius.
Remote Work: No
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