Private Client Advisor

Absa Bank; Noord-Kaap; On-site; ZAR 1,000,000 - 2,000,000; Full time

Job summary

An established industry player is seeking a passionate Wealth Manager to join their dynamic team. This role offers unparalleled opportunities in financial planning, allowing you to create, protect, and grow wealth for your clients. With a unique market advantage and uncapped earning potential, you will have access to high-net-worth clients and exclusive property investment opportunities. The company promotes a hybrid work model, ensuring a healthy work-life balance while providing comprehensive support and training. If you are ambitious and ready to transform your career in financial planning, this is the perfect opportunity for you.

Benefits

Uncapped Earning Potential

Performance-based Bonuses

In-house Training

State-of-the-art Digital Marketing System

Direct Access to Expert Team

Qualifications

• Minimum 2 years of property sales or financial advisory experience.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Manage client consultations and provide property investment advice.
• Achieve sales targets and maintain strong client relationships.

Skills

Sales Experience

Communication Skills

Interpersonal Skills

Computer Literacy

Knowledge of Property Financing

Knowledge of Trust and Company Structures

General Tax Knowledge

Education

Relevant Diploma/Degree

RE5 Certification

Tools

Excel

Word

G Suite

Zoom

Property Investment Software

Job description

South Africa's #1 Property Investment Group is looking for a Wealth Manager to join their fast-growing and dynamic team!

TRANSFORM YOUR CAREER IN FINANCIAL PLANNING! Fully registered with the relevant financial institutions and authorities, our suite of companies (including Chartered Accountants, trust attorneys) offers ambitious financial planners an unparalleled opportunity to revolutionize their careers. We are the only institution in South Africa currently offering exclusive property investment opportunities, creating an exceptional opportunity for you and your clients to create, protect, and grow wealth, retire early with passive income, and leave a legacy to family and loved ones, tax-free!

With our team by your side, you can take a bold leap forward, certain of a solid landing. If you are ambitious and enthusiastic, and you love innovation, we would like to see your application!

Here is what we offer, and what we'd like from you:

OUR UNIQUE MARKET ADVANTAGE:

1. Up to 10X higher commission potential compared to traditional products
2. Earning potential of between R1 million- R2 million / year
3. Pre-qualified, high-net-worth client leads (no cold-calling!)
4. Distinguished market position with unique product offerings
5. Exclusive access to affordable properties as an investment asset class for your clients
6. Access to a strong database of potential investors

WEALTH CREATION OPPORTUNITIES & INCENTIVES:

1. Uncapped earning potential
2. Performance-based bonuses and incentives
3. Long-term wealth accumulation and retirement security through your property portfolio.

PROFESSIONAL SUPPORT ECOSYSTEM:

1. Direct access to our expert team of attorneys, admin staff, Chartered Accountants, property investment strategy specialists, bond originators, rental management services, and property maintenance services.
2. State-of-the-art property investment software
3. Booking Agents to schedule your consultations
4. State-of-the-art digital marketing system and internal marketing & design team to support you in your role
5. In-house training for career development

WORK-LIFE BALANCE:

Hybrid work model. Working from home and the office from time to time (Virtual consultations are our primary driver of business).

YOU ARE OUR IDEAL FINANCIAL PLANNER CANDIDATE IF YOU:

1. Have a relevant diploma / degree (financial qualification advantageous - RE5 certification)
2. Minimum 2 years of property sales experience, or experience in a financial advisory role
3. Track record of excellence in achieving sales targets and other KPI's
4. Excellent English communication skills
5. Excellent interpersonal skills and telephone etiquette
6. Reliable transport during working hours
7. Home office set up with a stable internet connection
8. Computer literate (Excel, Word, G Suite, Zoom)

ADDITIONAL SKILLS THAT WOULD GIVE YOU THE EDGE:

1. Knowledge of trust and company structures
2. Knowledge of property financing
3. Knowledge of the property registration processes
4. General tax knowledge
5. Strong administrative skills