Associate Wealth Manager Durban
Updated: April 17, 2024 04:40 AM GMT
PPS
uMhlangaJob 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
Similar Jobs
Companies Hiring in uMhlanga, KwaZulu-Natal
Providential financial services
Hollywoodbets
Winning Form Group
Au Pair Extraordinaire
Ignition Group
Capitec
South African National Blood Service
RPO Recruitment (Need Skills, Hire us)
Sappi South Africa
Hilton
HotelJobs.co.za
Careerbox
Hospitality Jobs Africa
Core Group
Hospitality Jobs Africa
Sanlam
Ignition Group
IUA Business Solutions
Intercon Recruitment
First Technology Digital
New Jobs Posted in uMhlanga, KwaZulu-Natal
Latest Jobs in uMhlanga, KwaZulu-Natal
-
Sales Manager New Vehicles (Hyundai Umhlanga)
Hyundai Automotive South Africa -
Policy Administrator
IUA Business Solutions -
Electrical Engineer
Assegai Recruitment -
Graphic Designer
Winning Form Group -
Senior Financial Accountant
Rewardsco -
Canteen Manager
Hollywoodbets -
Heart of House Specialist - Sculler
Marriott International -
Team Leader: Helpline
Hollywoodbets -
Treasury Assistant
The MCG Group SA -
Receptionist
Marriott International