Ambitious Wealth Growth Specialist – Cape Town

Carrick Financial Services; Wes-Kaap; On-site; ZAR 300,000 - 450,000; Full time

Benefits offered by this job

Ongoing training and development

Supportive high-performance environment

Career progression pathways

Job summary

A leading financial services firm in Cape Town is seeking a Business Development Specialist to enhance client engagement and support Private Wealth Managers. The ideal candidate will possess strong communication skills, a target-driven attitude, and have 2-3 years of relevant experience. This role provides a supportive environment with ongoing training and opportunities for career growth into wealth management. If you're ready for a dynamic career in financial services, join our team and contribute to our mission of empowering the next generation of talent.

Qualifications

• 2-3 years of work experience in sales or client-facing roles preferred.
• Previous experience in financial services is advantageous.
• Well-spoken, articulate, and professional demeanor.

Responsibilities

• Proactively contact and engage with prospective clients.
• Identify opportunities and assess client suitability for services.
• Maintain accurate client records in line with compliance standards.

Skills

Strong communication skills

Target-driven

Organisational skills

Client engagement

Education

Minimum requirement - Matric

Job description

A leading financial services firm in Cape Town is seeking a Business Development Specialist to enhance client engagement and support Private Wealth Managers. The ideal candidate will possess strong communication skills, a target-driven attitude, and have 2-3 years of relevant experience. This role provides a supportive environment with ongoing training and opportunities for career growth into wealth management. If you're ready for a dynamic career in financial services, join our team and contribute to our mission of empowering the next generation of talent.