A well known wealth manager has an opportunity for an experienced Wealth Manager/Investment Specialist. As an Investment Specialist, the securing of new clients for the Company is of paramount importance in their role which is focused around new business acquisition and sales of investment products to these clients. This is done through interaction with their Professional and Lifestyle Networks, as well as through direct business thereby increasing the Company’s Funds Under Management in the Asset Management sphere of the business and the Investment Specialist’s and Company’s client base. Wherever possible promoting and cross selling other business divisions within the Group, namely short-term insurance (Cover) and wills and fiduciary services (Trust). Thereby being a frontline sales person and ambassador to the Group. Investment Specialists will conduct full financial needs analyses, financial planning and estates planning for their new and existing clients. To qualify for this opportunity you need to have:
A degree in finance or similar
RE 5, FSB Category 1 license
3 Years experience as a Wealth Manager
Speak perfect English and Afrikaans
Your own car and valid drivers licence
A basic salary plus uncapped commission is offered.
In order to secure commission earnings early on, you will be a given a client base to manage.