Business Development / Senior Wealth Planner

Rpo Recruitment; Johannesburg; On-site; ZAR 600,000 - 700,000; Full time

Job summary

Une agence de recrutement recherche un Business Development / Senior Wealth Planner pour rejoindre son équipe à Bryanston, Johannesburg. Le candidat idéal sera en charge du développement commercial au sein du secteur FSCA, gérant des relations client et offrant des solutions d'investissement personnalisées. Les qualifications requises incluent un BCom, certification CFA ou CFP, et une expérience solide dans la planification financière.

Qualifications

• BCom ou diplôme équivalent en finance.
• Certification CFA ou CFP.
• Expérience dans le secteur FSCA.

Responsibilities

• Diriger les efforts de développement commercial dans le secteur FSCA.
• Construire et entretenir des relations solides avec les clients.
• Atteindre et dépasser les objectifs de vente.

Skills

Financial planning

Investment solutions

Client relationship management

Sales

Networking

Education

Bachelor’s degree in finance (BCom)

CFA or CFP certification

RE5 qualification

Job description

RPO Recruitment's client is looking for a Business Development / Senior Wealth Planner to join their team in Bryanston, Johannesburg. The ideal candidate will be responsible for business development within the FSCA sector, managing client relationships, and driving sales to meet business objectives. This role requires a deep understanding of financial planning, investment solutions, and a strong professional network.


Responsibilities:

• Lead business development efforts within the FSCA sector, including strategy and expansion of new FSCA offerings.
• Build and maintain strong relationships with clients and prospects, understanding their financial goals and providing tailored investment solutions.
• Manage client relationships professionally, ensuring consistent and effective communication.
• Achieve and exceed sales targets, contributing to the company’s overall growth.
• Ensure compliance with regulatory standards and uphold integrity in all client interactions.
• Deliver exceptional customer service to foster long-term, trust-based relationships.

Requirements:

• Bachelor’s degree in finance (BCom) or a related field.
• CFA or CFP certification.
• FSCA experience and RE5 qualification.
• Proven track record in financial planning and sales.
• Strong professional network with the ability to attract new clients.
• Age between 32 – 45 is advantageous.
• Salary: R600k – R700k per annum.

If you meet the above requirements and want to make a career-changing move, apply today by emailing your CV to: [e-mail] or view our website: www.rporecruitment.co.za.

You are also welcome to contact myself, Jarad Pentz, directly at [e-mail].