Wealth Management Consultant

4 weeks ago


Cape Town, Western Cape, South Africa Sagen Advisory Full time

We are seeking a motivated and ambitious Wealth Management Consultant to join our team at Sagen Advisory. As a leading wealth management business, we offer a unique opportunity to build a career in a rapidly expanding industry.

This exciting role will provide you with the opportunity to work with a diverse range of clients, from individuals to corporate entities, and to develop your skills in financial planning, investment management, and customer service.

To be successful in this role, you will need to have a strong academic background in finance or a related field, as well as excellent communication and interpersonal skills. You will also need to be able to work well under pressure and to meet deadlines in a fast-paced environment.

The ideal candidate will be a Financial Services Professional who is passionate about delivering exceptional customer service and who is committed to ongoing learning and professional development.

Key responsibilities of the role include:

  • Developing and implementing financial plans for clients
  • Maintaining accurate and up-to-date records of client interactions and transactions
  • Providing exceptional customer service and responding to client inquiries in a timely and professional manner
  • Working closely with senior team members to identify opportunities for business growth and development

Remuneration for this role will be highly competitive, with a base salary of R 15,000 per month, plus a range of benefits including a 65% commission on sales, a technology loan, and access to ongoing training and development opportunities.

As a Investment Advisor Intern at Sagen Advisory, you will have the opportunity to work in a dynamic and supportive team environment, with access to ongoing training and development opportunities. We are committed to helping you build a successful career in the financial services industry.



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