Senior Sales Consultant - Sandton

Placements24; Sandton; Hybride; ZAR 1 000 000 - 1 800 000; Plein temps

Avantages offerts par ce poste

Competitive base salary with bonus/com

Medical aid and retirement fund

Professional development opportunities

Exclusive client events and networking

Résumé du poste

Placements24 is seeking a Senior Sales Consultant for our client, a prestigious financial services firm in Sandton. You will develop and manage client relationships within wealth management, offering sophisticated investment strategies and solutions to high-net-worth clients.

The role requires a proven sales track record, deep market knowledge, and the ability to tailor financial plans. A competitive remuneration package, significant earning potential, and opportunities for professional growth

Qualifications

• Minimum 6 years of sales experience in financial services, wealth management, investment banking or private banking.
• Proven track record of managing portfolios and achieving sales targets.
• Deep knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication, negotiation, and interpersonal skills with affluent clients.

Responsabilités

• Identify, engage and acquire high-net-worth individuals and families as clients.
• Develop and maintain trust-based client relationships and understand financial objectives and risk profiles.
• Provide expert advice on investments, wealth planning and financial management.
• Develop and execute personalized financial plans and strategies for clients.
• Achieve and exceed sales targets for financial products and services.
• Conduct market research and stay updated on trends and regulatory changes.
• Prepare and present comprehensive financial proposals and reports to clients.
• Ensure compliance with regulatory requirements and company policies.
• Collaborate with internal specialists to deliver a holistic client experience.
• Build a strong professional network within the Sandton financial community.

Connaissances

Sales expertise

Relationship management

Communication skills

Negotiation skills

Networking

Formation

Bachelor's degree in Finance/Economics/Business

CFP

CFA

NQF Level 5 in Financial Planning

Outils

CRM systems

Financial planning software

Description du poste

About the Role

Our client, a prestigious financial services firm, is seeking an experienced and highly professional Senior Sales Consultant to join their team in Sandton . This role focuses on developing and managing client relationships within the wealth management sector, offering sophisticated financial products and advisory services. You will be responsible for identifying prospective high-net-worth clients, understanding their financial goals, and providing tailored investment strategies and solutions. The ideal candidate possesses exceptional sales acumen, a deep understanding of financial markets, and a proven track record of success in the financial services industry. This position offers a compelling remuneration package, significant earning potential, and the opportunity to work within a dynamic and reputable organization. We are looking for a client-centric individual with a strong ethical compass and a drive for excellence in the Sandton financial district.

Key Responsibilities

• Proactively identify, engage, and acquire high-net-worth individuals and families as clients.
• Develop and maintain strong, trust-based relationships with clients, understanding their financial objectives and risk profiles.
• Provide expert advice and solutions related to investments, wealth planning, and financial management.
• Develop and execute personalized financial plans and strategies for clients.
• Achieve and exceed sales targets for financial products and services.
• Conduct thorough market research and stay abreast of financial trends and regulatory changes.
• Prepare and present comprehensive financial proposals and reports to clients.
• Ensure compliance with all regulatory requirements and company policies.
• Collaborate with internal specialists to deliver a holistic client experience.
• Build a strong professional network within the Sandton financial community.

Requirements

• Minimum of 6 years of experience in sales within the financial services industry, specifically in wealth management, investment banking, or private banking.
• Proven track record of successfully managing client portfolios and achieving significant sales targets.
• Deep knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with affluent clients.
• Relevant professional qualifications (e.g., CFP, CFA, NQF Level 5 in Financial Planning) are highly desirable.
• Strong ethical conduct and commitment to client best interests.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and collaboratively within a team environment.
• Valid driver's license and willingness to travel for client meetings as needed.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.

Benefits

• Highly competitive base salary with an attractive commission and bonus structure.
• Comprehensive medical aid, life insurance, and retirement fund.
• Opportunities for continuous professional development and advanced certifications.
• Access to exclusive client events and networking opportunities.
• Dynamic and professional work environment in the heart of Sandton .
• Career progression opportunities within a leading financial institution.