Business Development / Senior Wealth Planner

RPO Recruitment is looking for a highly motivated Business Development/Senior Wealth Planner to join our client's team. In this role, you will be responsible for driving business growth by identifying and securing new client relationships while providing expert wealth planning services to new and existing clients.

Your main tasks will involve developing tailored financial strategies that align with clients' long-term goals, evaluating their financial situations, and making informed recommendations on investment opportunities and risk management. You will also lead client meetings, present financial proposals, and work collaboratively with other financial professionals to deliver exceptional service to their clients.

Responsibilities:

• KEY - Business development of FCSA side, Strategy and Addition of new FCSA Offerings and Building a network on this side
• Build and nurture relationships with clients and prospects, ensuring a thorough understanding of their financial goals.
• Manage client relationships with the highest level of professionalism, ensuring consistent and effective communication.
• Achieve and exceed sales targets set by the business, contributing to the overall growth of the company.
• Maintain and uphold the highest standards of compliance and integrity in all interactions.
• Deliver exceptional customer experiences, fostering long-term, trust-based relationships with clients.

• Bachelor’s degree in Finance, Business Administration, or a related field.
• CFA/CFP Certification.
• FSCA experience and RE5 qualification are highly advantageous.
• Financial Planning/Sales History..
• A robust professional network and the ability to attract new clients are strong advantages.

• Salary: negotiable

 Contact RPO Recruitment for your next career opportunity.

• Apply for this role today, contact Keegan Wolhuter at RPO Recruitment or on LinkedIn
• You can also visit the RPO Recruitment website: rporecruitment.us or email us your CV: [email protected]

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.