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    Wealth Manager - Cape Town, South Africa - PPS Recruitment

    PPS Recruitment
    PPS Recruitment Cape Town, South Africa

    1 week ago

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    Description


    The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client's personal needs, goals and aspirations & risk management profile.

    Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey.

    Create develop, implement and maintain customized wealth plans to nurture prosperity and security over a client's life cycle.


    The Wealth Advisory team is looking for a Wealth Manager that can produce and achieve numbers of R60million Investment Gross Flows and R Annual Premium Income (API) by year 1.

    Essentially, we need an experienced Wealth Manager who has built up a sizeable book where that they can move into the PPS space and, if possible, dislodge business from other Wealth management businesses and even better if can bring it over to PPS.

    This is a variable earning role from month 25. It is a role of own lead generation for investments and risk clients.

    Locations:
    Durban, Umhlanga Ridge; Parktown, Johannesburg; Lynnwood, Tshwane; Garden Route (remote), Bloemfontein (remote) and Cape Town
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