Our client generates wealth for sophisticated and first-time investors through an ultra-low-cost management models and deliver results from expertly crafted mandates that have successfully been analyzed, researched, and implemented over the last 30 years. Their experience means that they don’t just offer their clients in-house products but identify the best investment solutions on the market and jointly define an appropriate investment strategy. They were formed to provide access to low-fee financial solutions, with renowned institutions, advice traverses both equity-linked and alternative-based investment strategies.

Due to their growth phase, we are looking to hire several skilled Independent Wealth Management professionals including several experienced Business Development Managers who have a background and numerous achievements in Independent Wealth Management and Business Development. If this is you, we want to hear from you today….

New Business Development and Client Attraction

• Generate new business leads and source prospective client opportunities by attending regular business and social networking events
• Attract new clients through tele sales
• Generate lists of prospective clients
• Contact prospective clients to present information and explain available services
• Interview prospective clients to obtain data about their financial resources and needs and to discuss any existing coverage
• Explain features, advantages, and disadvantages of various policies to promote the sale of insurance and savings plans
• Book qualified appointments by means of tele sales

Client Management

• Proactively communicate with existing clients as directed by the Wealth Manager
• Participate in sales meetings with clients and prospective clients at the request of the Wealth Manager
• Services client’s needs and requirements, as determined through client interaction, at the request of the Wealth Manager

Academics

• Participate in required meetings, training, and continuing education requirements
• Attend regular training sessions to improve knowledge of the business/financial sector
• Attend personal development meetings to progress career
• Responsible for coaching and mentoring a Business Development Manager

Targets

• Achieve business targets with regards to appointment making and database management
• Report and meet with the line manager to review performance and gather feedback

Education/Qualifications

• Bachelor’s degree in business or Finance or equivalent.

Experience

• Previous experience in the Financial or Wealth Management industry is preferred but not necessary

Package

• Employee wellbeing is of the utmost important to our client, and that’s why they offer competitive benefits to all employees. Their benefits programs go above and beyond legal requirements and cover.

Financial benefits –equal opportunity employer, committed to pay equity for all employees, who understand how important retirement and financial planning are to employees, and that’s why they provide comprehensive advice and guidance to all employees.

Mental benefits – support and counselling to employees and their immediate family as they go through life’s challenges, teamed up with external providers to promote mindfulness and support resiliency in managing stress. They understand that your mental wellbeing is the most important aspect to employment.

Physical benefits – include physical health and medical insurance to protect against unforeseen events. A range of offerings, including insurance coverage are available. They also encourage a healthy lifestyle to ensure that you feel your best all year round.

Social benefits – regularly encourage the institutions that they work with to offer philanthropic endeavors to complement their social wellbeing. They always advise that our employees contribute both financially and physically to give back to the communities that surround us.

If you are looking for a rewarding career, professionalism, and drive to be part of the team – we would like to hear from you, contact us [email protected].