PWM Wealth, Cape Town, is in search of professionals who are entrepreneurially minded, with the ability to operate functionally in a very compliance focused business environment, have a can-do attitude and internal drive in this highly competitive industry

KEY ACTIVITIES

• Manage and maintain an existing client base
• Networking and prospecting to establish and maintain long-term client relationships
• Conduct detailed financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client’s portfolios
• Create and cultivate long-term client relationships
• Provide excellent face to face and telephone services to clients
• Remain accredited and up to date with relevant market and industry related subjects

REQUIREMENTS

• Minimum of a CAT II FSCA approved degree
• CFP qualification
• RE3 and RE5 Regulatory Exams
• 5+ years’ experience in the financial services industry
• Adhering to CPD Requirements
• Have the following FSCA subcategories under
• CAT 1: 1.4, 1.5, 1.7, 1.8, 1.14, 1.17. 1.18. 1.20, 1.21, 1.24 and
• CAT 2:  2.5, 2.6, 2.7, 2.9, 2.11, 2.13, 2.14, 2.18
• Clear credit and criminal record
• Proven sales track record and notable accolades
• History of building strong relationship
• The ability to network, prospect and build relationships as well as the ability to work independently.
• Own car and valid driver’s license are essential

WHAT WE PROVIDE

• Full training and mentorship
• Supportive environment to allow you to focus on providing excellent customer service and growing your client base
• Continuous on-going in-house training and development
• Excellent earning potential
• Basic salary plus performance incentives (target driven)