The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products that are suited to their needs and requirements. The role involves formulating strategic objectives, working with the Head of the business and broader Graviton team to develop client sales and retention strategies, and managing key client relationships to grow and develop existing clients together with generating new business.
Requirements
- Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc), unless qualified by extensive experience and track record
- Relevant postgraduate qualification would be advantageous (e.g. CFA, CFP)
- At least 5 years’ experience in financial services, experience in investment sales would advantageous
- Good understanding of investment principles, financial instruments and unit trusts
- Strong understanding of the segment landscape, different players and key needs
Benefits
- Comprehensive benefits package
- Growth opportunities within the company
To apply for this job please visit careers.sanlamcloud.co.za.
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