PWM Wealth, Cape Town, 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

  • Manage and maintain an existing client base
  • 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
  • Assist 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 CAT II FSCA approved degree
  • CFP qualification
  • RE3 and RE5 Regulatory Exams
  • 5+ years’ experience in the financial services industry
  • Adhering to CPD Requirements
  • Have the following FSCA subcategories under
  • CAT 1: 1.4, 1.5, 1.7, 1.8, 1.14, 1.17. 1.18. 1.20, 1.21, 1.24 and
  • CAT 2:  2.5, 2.6, 2.7, 2.9, 2.11, 2.13, 2.14, 2.18
  • 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