Associate Wealth Manager Durban

PPS

uMhlanga

Job Purpose

To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financial and investments needs.

Job Scope

The role provides paraplanning support to the Wealth Manager while building a book of future Wealth clients typically in the 30+ to 50+ age group. Primary focus is on Risk solutions, and Investment financial planning. Review and service clients on annual basis. Meet Risk and Investment targets through the acquisition and upsell to clients. Delivery of holistic plans and services in the affluent segment.

The Associate Wealth Manager will essentially hit the deck running with a primary focus on risk solutions with API targets of R300 000 in year 1, building... More Detail

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