Investment Advisor
3 days ago
Job Summary
We are seeking a highly motivated Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for evaluating clients' financial situations, developing tailored financial plans, and guiding clients towards achieving their financial goals.
Key Responsibilities:
- Evaluate clients' financial situations and develop tailored financial plans.
- Stay updated on financial markets, regulations, and industry trends.
- Build and maintain long-term client relationships through excellent client service.
- Educate clients on financial products and investment opportunities.
- Ensure compliance with financial regulations and company policies.
- Generate leads and grow the client base through networking, referrals, and business development activities.
Requirements:
- Matric.
- Regulatory Examination (RE5) certification.
- Class of business CPD points.
- Must meet Fit and Proper Requirements.
- Clear criminal and credit record.
Experience:
- Minimum of 18 months financial industry experience.
- Proven track record of success and a commitment to client service.
- Proven experience in providing financial solutions to clients.
Key Skills, Attributes and Competencies:
- High ethical standards and integrity.
- Passionate, Dynamic, Driven and Ambitious.
- Good communication, interpersonal and relationships building skills.
- Ability to work independently and in a team.
- Client-focused mindset.
- Value shared knowledge and expertise.
- Commanding desire for continuous learning and growth.
- Willingness to travel to engage with clients.
- Valid Driver's License and own transport.
Benefits:
- Work Life Balance – Hybrid/Remote Work model, Autonomy & Collaborative Culture.
- Growth – Personal and Professional Development Plans, Learning Programmes, Access to Specialists.
- Rewards and Recognition – Competitive Remuneration Structure, Incentive Programmes, Onshore and Offshore Travel.
- Client Focus – Individual Value Proposition, Practise Management Expertise, Unlock Market Access.
- Leadership – Support, Guidance, Coaching.
- Support – Operations, Product and Marketing Specialists, Strategic Partners.
Remuneration Options:
- Two flexible remuneration models available.
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