Wealth Manager: Grow Client Portfolios & Create Impact

Rmbwestport; Durban; On-site; ZAR 50 000 - 90 000; Full time

Job summary

A leading financial services company in Durban is seeking a Wealth Manager to enhance client relationships, achieve revenue targets, and ensure compliance with legislative regulations. The ideal candidate will have experience in wealth management, strong financial forecasting skills, and a commitment to service excellence. Ideal for applicants with a background in finance or relevant fields, and demonstrates a track record of sales strategy development.

Qualifications

• Experience in wealth management.
• Knowledge of industry legislative amendments.
• Proven track record in achieving revenue targets.

Responsibilities

• Provide product support training on Wills.
• Achieve total revenue targets through client acquisition.
• Develop a service culture to enhance client relationships.
• Manage performance and skills development of the team.

Skills

Client relationship management

Financial forecasting

Cost control

Sales strategy development

Product knowledge on Wills

Job description

A leading financial services company in Durban is seeking a Wealth Manager to enhance client relationships, achieve revenue targets, and ensure compliance with legislative regulations. The ideal candidate will have experience in wealth management, strong financial forecasting skills, and a commitment to service excellence. Ideal for applicants with a background in finance or relevant fields, and demonstrates a track record of sales strategy development.