Business Development / Senior Wealth Planner at RPO Recruitment

Responsibilities:

• Lead business development efforts within the FSCA sector, including strategy and expansion of new FSCA offerings.
• Build and maintain strong relationships with clients and prospects, understanding their financial goals and providing tailored investment solutions.
• Manage client relationships professionally, ensuring consistent and effective communication.
• Achieve and exceed sales targets, contributing to the company’s overall growth.
• Ensure compliance with regulatory standards and uphold integrity in all client interactions.
• Deliver exceptional customer service to foster long-term, trust-based relationships.

Requirements:

• Bachelor’s degree in finance (BCom) or a related field.
• CFA or CFP certification.
• FSCA experience and RE5 qualification.
• Proven track record in financial planning and sales.
• Strong professional network with the ability to attract new clients.
• Age between 32 – 45 is advantageous.
• Salary: R600k – R700k per annum.