Wealth Management Specialist
5 days ago
Role Overview
The purpose of this role within our Wealth Advisory team at PPS Recruitment is to build and create a book of high-net-worth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.
Key Responsibilities
- Service and maintain an intimate relationship with clients, their families, and business partners throughout their financial life journey.
- Create, develop, implement, and maintain customized wealth plans to nurture prosperity and security over a client's life cycle.
- Produce and achieve significant investment gross flows and annual premium income targets.
- Lead generation for investments and risk clients, with a focus on acquiring new business and growing existing relationships.
Requirements
- Experience in wealth management, financial planning, or a related field.
- Strong understanding of risk management and investment strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Locations
Durban, Umhlanga Ridge; Parktown, Johannesburg; Lynnwood, Tshwane; Garden Route (remote); Bloemfontein (remote); Cape Town
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