Wealth Management Specialist

1 week ago


Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time
{"Job Title": "Wealth Advisor", "Job Description": "Job Summary

We are seeking a highly skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a Wealth Advisor, you will be responsible for developing new business and maintaining existing relationships with clients.

Key Responsibilities
  • Develop new business and maintain existing relationships with clients.
  • Build and maintain relationships with key account clients.
  • Develop and maintain excellent relationships with the markets/product providers.
  • Manage and maintain new and existing clients relationships through a client SLA.
  • Understand and remain current on changes in clients situations/needs (short- and long-term financial objectives, risk tolerance).
  • Inform clients of changes to their portfolio and/or market trends that may affect the clients financial objectives.
Requirements
  • 3-5 Years experience as a Wealth advisor or similar position.
  • Knowledge of Workpool and Google Docs.
  • Industry related Qualification.
  • Registered as Representative of related FSP.
  • FAIS legislature requirements, which include, but not limited to: RE1 and RE5.
  • Responsible for meeting the CPD requirements.
  • Continue to meet all Fit and Proper requirements as per the latest legislation.
  • This role requires frequent business travel.
  • Own reliable transport and valid license.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Please note that correspondence will only be conducted with shortlisted candidates. If you have not heard from us within 30 days, please consider your application unsuccessful.

", "Language": "en"}

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