1 Other General Employment jobs in Cape Town on Job Mail

Sort By

Cape Town

05 March 2021

Employer Pronel Consultants

Wealth Specialist

Pronel Consultants Friday, 05 March 2021 159

General Employment - Other General Employment

Cape Town

FULL TIME

Our client is looking for Wealth Specialists to join their team in Durban, Cape Town and JHB.

You must be experienced in the following:

Meeting with prospects and clients
Conducting a detailed financial analysis in order to determine opportunity for clients with regards to onshore and offshore personal wealth portfolios
Retirement planning
Insurance
Education planning and estate planning.
To make detailed recommendations in respect of aforesaid opportunities
Taking cognisance of each client’s risk profile and financial needs.
Creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.

Kindly note, due to high influx of CVs, only suitable candidates will be contacted.

If you do not hear back from a consultant within 5 to 10 days of your application, please consider yourself unsuccessful this time around.

Pronel Consultants

Company

Apply Now