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Formal Qualifications:
- Bachelor’s degree/Diploma in relevant field
- Relevant Commercial/Financial Tertiary qualification
- CISI Module I and II
- Postgraduate Diploma in Financial Planning Advantageous
- CFP Advantageous
Experience and Knowledge:
- 5 years’ experience in the Financial Services industry in a Sales role within the Asset/Wealth and Investment management spaces
- Knowledge and understanding of the dynamics in allocated market
- Experience and track record in high-performance sales environments
- Knowledge of best practice in Financial Planning and Financial Advisory Services
- Knowledge and understanding of financial planning through meaningful client engagements
- Knowledge of and understanding of the consultative sales methodology
- Experience in application of a defined sales process.
