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Professional Wealth Managers

2 weeks ago

Pretoria, Gauteng, South Africa AtripleA Recruitment & Temps Full time

AtripleA Recruitment & Temps is seeking a talented Wealth Manager to join our team in the Insurance Industry.

About the Job

This is an excellent opportunity for a Financial Planner who is eager to build long-term relationships with clients and provide personalized financial guidance.

The successful candidate will be responsible for:

  1. Duty 1: Prospecting and closing new business opportunities
  2. Duty 2: Maintaining existing client relationships
  3. Duty 3: Providing holistic financial advice
  4. Duty 4: Establishing professional relationships with clients
  5. Duty 5: Gathering financial data and setting financial objectives
  6. Duty 6: Analyzing and evaluating financial information
  7. Duty 7: Developing and presenting financial planning recommendations
  8. Duty 8: Implementing financial planning recommendations
  9. Duty 9: Monitoring financial planning recommendations
What We Offer

We offer a competitive salary and benefits package to our employees.

We also offer the opportunity to work with a dynamic team and develop your skills and knowledge in the field of financial planning.