Wealth Strategist

1 day ago


Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

Wealth creation and protection are key to achieving financial freedom. As a Financial Advisor at iGrow Wealth Investments, you will play a crucial role in helping investors create, protect and grow their wealth.

The ideal candidate will have a relevant diploma/degree and a minimum of 2 years of experience in property sales or a financial advisory role. They should be able to work independently, think critically, and possess excellent communication and interpersonal skills.

Salary: R 1 mil - R 2 mil per annum

Job Description

Duties and Responsibilities:

  • Scheduling and confirming consultations with clients
  • Work directly with booking agents as well as our team of inhouse experts
  • Consult with primary buyers and investors to help them grow their property portfolio
  • Sell investment property to first time and seasoned investors
  • Provide excellent customer service to clients
  • Maintaining close client relationships
  • Log all activities pertaining to dealings with clients on CRM system
  • Updating sales spreadsheets and other admin-related duties
  • Preparing contracts, mandates FICA documentation and liaising with clients for signatures if required
  • Promoting all other services provided by the iGrow Group
  • Arrange and facilitate show house viewings when required
  • Complete the iGrow Academy and become a certified Investment Strategist
  • Achieve monthly sales targets and KPI's
Required Skills and Qualifications

Requirements:

  • Relevant diploma/degree (financial qualification advantageous)
  • Minimum 2 years of property sales experience or in a financial advisory role
  • Track record of excellence in achieving sales targets and other KPI's
  • Fluent in English
  • Reliable transport during working hours
  • Home-office setup with a stable internet connection
  • Excellent communication and interpersonal skills
  • Computer literate (Excel, Word, G Suite, Zoom)
  • Telephone etiquette
  • Knowledge on trust and company structures (advantageous)
  • Knowledge on property financing (advantageous)
  • Knowledge on property registration process knowledge (advantageous)
  • General tax knowledge (advantageous)
  • Strong administrative skills


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