Wealth Manager (x3)

Closing Date : 2024-08-30
Closed : Yes
Description:
Innovation Wealth, a well-established company operating in the financial services industry, is expanding and would like to join forces with like-minded individuals who are currently working as Wealth Managers and who is open to discuss the possibility of joining this well-established brand with your client base (small, medium or large client base).

There are 3 opportunities available at the offices in the following respective areas:
• Bellville (x1)
• George (x1)
• Krugersdorp (x1)

Responsibilities will entail providing comprehensive financial advice and solutions to clients pertaining to Wealth Management, Investment Management, Short-term Insurance, Healthcare, etc.

Responsibilities in more detail: *prospecting for new clients *communicating effectively with internal stakeholders & existing clients *collaborating with internal teams *conducting comprehensive financial planning & short-term insurance advice for clients *selling of products tailored to client needs *providing ongoing service & support to clients *reporting to management *ensure adherence to quality standards & measures *all other tasks related to the role.

Essential qualifications and minimum requirements:
• Relevant tertiary qualification & certifications;
• Proven experience in a wealth management role;
• Must have an existing client portfolio;
• Superb verbal & written communication skills (Afrikaans & English);
• Strong computer skills (MS Office);
• Valid driver’s license and own reliable transport.

Please apply online at www.m3online.co.za before 09:00 on 30 August 2024.

For general enquiries, contact our team at M3 Human Capital Management on 021 863 1444.

Please note that only shortlisted candidates are contacted. If you don’t hear from us within two weeks of the closing date, please assume that your application was unsuccessful.