Wealth Management Professional

2 days ago


Bloemfontein, Orange Free State, South Africa Sanlam Limited Full time

We are seeking a highly motivated and experienced Wealth Management Professional to join our team at Sanlam Limited.

As a key member of our team, you will play a critical role in delivering exceptional wealth management services and building strong relationships with our clients.

Job Description

The successful candidate will be responsible for:

  • Providing expert financial advice and guidance to clients on a range of wealth management products and services;
  • Identifying and pursuing new business opportunities through networking and prospecting activities;
  • Maintaining and developing existing client relationships, ensuring they receive exceptional service and support;
  • Staying up-to-date with industry developments and regulatory requirements, applying this knowledge to deliver compliant and ethical solutions.
Key Requirements

To succeed in this role, you will need to possess:

  • A strong understanding of wealth management products and services, as well as relevant regulatory requirements;
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues;
  • Strategic thinking and problem-solving skills, with the ability to identify opportunities and develop innovative solutions;
  • A customer-focused approach, with a commitment to delivering exceptional service and support.


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