About the Role:
As a Senior Wealth Management Consultant, you will play a key role in driving business growth by introducing innovative solutions from our extensive network of partners, including fund houses, insurers, and medical specialists. You will enjoy a permanent position with an attractive allowance package, commission, and incentives, plus unique opportunities to work with industry-leading providers—all with the client’s best interests at heart.
In this role, you will have many opportunities to customize solutions to meet the dynamic needs of our clients, collaborating closely with management to ensure our offerings evolve with the market.
Ideal Candidate:
We’re seeking ambitious, client-centered professionals who are passionate about finance, skilled in analysis, and able to build lasting relationships. As a Senior Wealth Management Consultant, you will guide clients through impactful financial decisions to help secure and grow their wealth.
What We Offer:
Comprehensive Training: Whether you are a seasoned pro or looking to sharpen your skills, our training system has you covered. We have the tools ready for your success.
Competitive Compensation: A competitive compensation package that commensurate with your experience and attitude ($3000 to $10,000; depending on your last drawn). Highly attractive commission and incentives above the allowance.
Global Adventures and Rewards: Enjoy a balanced work-life dynamic as we reward our top performers with exciting trips to destinations such as Zurich, Cape Town, Paris, London, New Zealand, and more.
Key Responsibilities:
- Develop market strategies and cultivate new accounts
- Conduct financial needs analysis to understand client goals
- Present and customize financial solutions for client needs
- Track and manage leads and opportunities in CRM
- Build client trust and elevate market awareness
- Participate in firm-led marketing campaigns
- Leads are provided: Utilize them to grow your client base
Qualifications and Skills:
- Strong experience in lead management and closing sales
- Proven ability to build and sustain client relationships
- Background in sales, with a successful track record (any industry)
- Excellent communication skills, both verbal and written
- Positive, coachable attitude with a focus on growth
- Relevant CMFAS certifications are mandatory
- Bachelor’s degree in any discipline
