PWM is in search of professionals who are entrepreneurially minded, with the ability to operate functionally in a very compliance focused business environment, have a can-do attitude and internal drive in this highly competitive industry.

KEY ACTIVITIES

  • Networking and prospecting to establish and maintain long-term client relationships
  • Conduct detailed financial needs analysis and provide professional advice
  • Create and protect the financial security and wealth of others
  • Assit clients in achieving their financial goals and maintain and grow client’s portfolios
  • Create and cultivate long-term client relationships
  • Provide excellent face to face and telephone services to clients
  • Remain accredited and up to date with relevant market and industry related subjects

REQUIREMENTS

  • Minimum of a degree (preferably BComm, CA, BSC Graduates)
  • CFP advantageous
  • FAIS complaint (NQF level 5 with adequate unit standards to qualify for FSCA registration as a representative as defined by the FAIS act)
  • 2+ years’ experience in the financial services industry
  • Adhering to CPD Requirements
  • Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management
  • Clear credit and criminal record
  • Proven sales track record and notable accolades
  • History of building strong relationship
  • The ability to network, prospect and build relationships as well as the ability to work independently.
  • Own car and valid driver’s license are essential

WHAT WE PROVIDE

  • Full training and mentorship
  • Supportive environment to allow you to focus on providing excellent customer service and growing your client base
  • Continuous on-going in-house training and development
  • Excellent earning potential
  • Basic salary plus performance incentives (target driven)

POSITION: WEALTH MANAGER