Private Wealth Manager: Durban

Updated: March 11, 2024 11:34 AM GMT

Carrick Wealth

Durban

If you have a hunger for excellence and are seeking a life-changing opportunity, we want to hear from you. This is your chance to be part of a team that's shaping the future of financial services.

In this role

You will be required to meet with prospects and clients, conducting detailed financial analysis in order to determine opportunities for clients with regard to their personal wealth portfolios, retirement planning, insurance, education planning, and estate planning. To make detailed recommendations in respect of aforesaid opportunities, taking cognisance of each client’s risk profile and financial needs. Creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.

Background: Must have Sales Experience

Certifications: Regulatory Representative Certification (RE)

Experience: Must have experience in the financial services industry

Earnings Type: Commission

Must have own car. More Detail