Strategic Wealth Manager: Growth & Client Relationships

FNB South Africa; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Durban is seeking a Wealth Manager to enhance client relationships and achieve revenue targets. Responsibilities include providing product support training, optimizing revenue opportunities from existing clients, and establishing effective control of costs. The ideal candidate will develop strategies to maximize business growth while adapting to market dynamics. Competitive compensation and growth opportunities are offered.

Responsibilities

• Provide product support training on Wills and ensure multiple channel relationships.
• Achieve total revenue targets by growing existing clients or acquiring new clients.
• Provide information to Finance department on income and expenditure budgets.
• Establish and manage target and budget goals while controlling costs.
• Develop a service culture that builds rewarding relationships.
• Maintain expert knowledge on legislative amendments and industry best practices.
• Maximize Business Portfolio cross-sell opportunities.
• Translate strategies into actionable goals and execute projects aligned to objectives.

Job description

A financial services company in Durban is seeking a Wealth Manager to enhance client relationships and achieve revenue targets. Responsibilities include providing product support training, optimizing revenue opportunities from existing clients, and establishing effective control of costs. The ideal candidate will develop strategies to maximize business growth while adapting to market dynamics. Competitive compensation and growth opportunities are offered.