TRAFFIC
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Senior Wealth Advisor for High-Income Clients
Rmbwestport
Job Description
Rmbwestport in South Africa is looking for a Wealth Manager to serve high-income clients by providing financial services advice, including investments and estate planning. Ideal candidates should possess a relevant degree, preferably as a Certified Financial Planner, and have 3 to 5 years' experience. Responsibilities include achieving sales targets, maintaining client relationships, and advising on FirstRand's investment products. Candidates must also comply with relevant legislative requirements concerning financial advising.
About This Role
Career insights for First-Line Supervisors of Non-Retail Sales Workers positions
Salary Benchmark
$84,570/year
Source: O*NET (USD)
Key Skills for This Role
Active Listening
Management of Personnel Resources
Monitoring
Speaking
Coordination
Common Technologies
Oracle Marketing Cloud
Salesforce Platform
Salesforce Sales Cloud
YouTube
Cisco Webex
8x8 Work
Zoom
Microsoft Dynamics 365