Senior Sales Consultant - Financial Services

Placements24; Sandton; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Hybrid work arrangements

Executive benefits

Professional development

Sandton hub

Job summary

Placements24 in Sandton invites a highly experienced Senior Sales Consultant to join its financial services division. You will develop and manage relationships with high-net-worth individuals and corporate clients, providing bespoke financial planning and investment solutions.

You will leverage deep market knowledge to drive growth while maintaining compliance, thriving in a hybrid work environment and contributing to a leading firm in South Africa's financial capital.

Qualifications

• Proven track record as a successful Sales Consultant or Relationship Manager in financial services.
• Deep understanding of investment products, wealth management and financial planning principles.
• Exceptional client relationship management, negotiation and communication skills.
• Relevant certifications (e.g., CFP, FAIS) and regulatory compliance knowledge are essential.

Responsibilities

• Cultivate and manage a portfolio of high-net-worth individuals and corporate clients.
• Provide expert advice on investment strategies, wealth management and financial planning solutions.
• Identify client needs and proactively offer tailored financial products and services.
• Achieve and exceed individual sales targets and revenue goals for financial products.
• Maintain in-depth knowledge of financial markets, regulatory changes and product offerings.
• Ensure compliance with all relevant industry regulations and company policies.

Skills

Client relationships

Negotiation skills

Communication skills

Investment products

Regulatory compliance

Education

CFP

FAIS

Job description

About the Role

Our client is seeking a highly experienced and sophisticated Senior Sales Consultant to join their esteemed financial services division in the prestigious Sandton business hub. This role focuses on developing and managing relationships with high-net-worth individuals and corporate clients, offering bespoke financial planning and investment solutions. You will leverage your deep understanding of financial markets and client needs to drive significant business growth and provide unparalleled service. This is a prime opportunity for a top-tier sales professional to operate within a dynamic, hybrid work environment, contributing to a leading firm in South Africa's financial capital, Sandton .

Key Responsibilities

• Cultivate and manage a portfolio of high-net-worth individuals and corporate clients.
• Provide expert advice on investment strategies, wealth management, and financial planning solutions.
• Identify client needs and proactively offer tailored financial products and services.
• Achieve and exceed individual sales targets and revenue goals for financial products.
• Maintain in-depth knowledge of financial markets, regulatory changes, and product offerings.
• Ensure compliance with all relevant industry regulations and company policies.

Requirements

• Proven track record as a successful Sales Consultant or Relationship Manager in financial services .
• Deep understanding of investment products, wealth management, and financial planning principles.
• Exceptional client relationship management, negotiation, and communication skills.
• Relevant certifications (e.g., CFP, FAIS) and regulatory compliance knowledge are essential.
• Ability to work effectively in a hybrid model, balancing client meetings and administrative tasks.
• A strong professional network within the Sandton financial community is advantageous.

Benefits

• Highly competitive salary with significant performance-based commissions and bonuses.
• Comprehensive medical aid, retirement planning, and other executive benefits.
• Flexible hybrid working arrangements.
• Access to ongoing professional development and advanced financial training.
• Opportunity to work with a leading firm in a prime location.