Leading Company looking to appoint a Client Relationship Manager.
Matric.
Tertiary qualification.
Written and passed the RE5 Exam.
Currently on an FSP License as a Representative.
Certified Financial Planning or similar Financial Planning qualification.
3 Years experience as a Private Wealth Manager.
Experience in sales, conducting needs analysis, financial planning and estates planning.
Sound understanding and working knowledge of investments, short-term, fiduciary services and wills products in the market place.
Ability to understand and grasp business models, products and services offered.
Understanding and knowledge of conducting compliancy checks with regards to regulations of the Financial Services Board.
Salary: R12k to R15k Basic, monthly bonus, commission etc.