Wealth Planner & Client Relationship Specialist

Sanlam; Cape Town; On-site; ZAR 334,800 - 558,000; Full time

Job summary

Sanlam is seeking a professional to provide financial advice to clients and maintain lasting relationships. You will be responsible for generating sustainable business, ensuring compliance, and achieving company targets.

The ideal candidate will possess effective communication skills, be tech-savvy, and hold a Grade 12 qualification. Sanlam offers numerous growth opportunities across its business clusters.

Qualifications

• Effective communication skills.
• Tech-savvy with a willingness to learn.
• Ability to build lasting client relationships.

Responsibilities

• Provide financial advice and products to clients.
• Build and sustain long-term client relationships.
• Ensure compliance in all client interactions.

Skills

Financial advice and support

Production target achievement

Client relationship management

Education

Grade 12

FAIS Fit and Proper requirements

Job description

Sanlam is seeking a professional to provide financial advice to clients and maintain lasting relationships. You will be responsible for generating sustainable business, ensuring compliance, and achieving company targets.

The ideal candidate will possess effective communication skills, be tech-savvy, and hold a Grade 12 qualification. Sanlam offers numerous growth opportunities across its business clusters.