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Wealth Manager: Grow Client Portfolios & Create Impact
Résumé du poste
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.
Responsabilités
- 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.
Connaissances
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.