Wealth Manager: Grow Client Portfolios & Create Impact

Firstrand Namibia Limited; Durban; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading financial services organization in Durban is seeking an experienced Wealth Manager. The ideal candidate will drive revenue growth through optimizing existing client relationships and acquiring new clients. Responsibilities include financial forecasting, compliance, and developing strategic sales initiatives. Strong experience in wealth management and a proven track record are essential for success in this role.

Qualifications

• Experience in wealth management and financial services.
• Strong track record of achieving sales targets.
• Proficient in developing and implementing sales strategies.

Responsibilities

• Achieve total revenue targets through client acquisition and optimization.
• Develop and maintain partnerships to facilitate strategic decisions.
• Monitor changes in legislation and industry practices.

Skills

Client relationship management

Financial forecasting

Sales strategy development

Market analysis

Job description

A leading financial services organization in Durban is seeking an experienced Wealth Manager. The ideal candidate will drive revenue growth through optimizing existing client relationships and acquiring new clients. Responsibilities include financial forecasting, compliance, and developing strategic sales initiatives. Strong experience in wealth management and a proven track record are essential for success in this role.