Senior Wealth Planning Specialist
4 weeks ago
RPO Recruitment is seeking a highly skilled Business Development/Senior Wealth Planner to drive business growth and provide expert wealth planning services to clients.
The ideal candidate will be responsible for developing tailored financial strategies, evaluating client financial situations, and making informed recommendations on investment opportunities and risk management.
Key responsibilities include:
- Developing and executing business development strategies to identify and secure new client relationships.
- Building and nurturing relationships with clients and prospects to ensure a thorough understanding of their financial goals.
- Managing client relationships with the highest level of professionalism and ensuring consistent and effective communication.
- Achieving and exceeding sales targets set by the business, contributing to the overall growth of the company.
- Maintaining and upholding the highest standards of compliance and integrity in all interactions.
Requirements:
- Bachelor's degree in Finance, Business Administration, or a related field.
- CFA/CFP Certification.
- FSCA experience and RE5 qualification are highly advantageous.
- Financial Planning/Sales History.
- A robust professional network and the ability to attract new clients are strong advantages.
Benefits:
- Salary: negotiable.
RPO Recruitment is committed to delivering exceptional customer experiences and fostering long-term, trust-based relationships with clients.
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