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Wealth Broker

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Job Details

Key Responsibilities

  • Develop and manage a portfolio of high-net-worth clients through exceptional relationship management.
  • Market and sell investment products, including rare coins, medallions, and Krugerrands.
  • Consistently achieve and exceed monthly sales targets.
  • Identify and secure new business through networking, referrals, prospecting, and relationship-building.
  • Manage the end-to-end sales process, ensuring an outstanding client experience.
  • Provide clients with professional guidance, product knowledge, and market insights.
  • Maintain accurate client records and sales activity within the CRM system.
  • Build long-term client relationships through proactive engagement and exceptional after-sales service.
  • Represent the business at networking events and client functions where required.
  • Stay informed of precious metals market trends and industry developments.

Requirements

  • Relevant degree, diploma, or equivalent qualification.
  • Proven track record of success in a target-driven sales environment.
  • Demonstrated ability to build and maintain relationships with high-value clients.
  • Strong prospecting, networking, and new business development skills.
  • Excellent communication, presentation, and negotiation skills.
  • Strong commercial acumen and a consultative sales approach.
  • Self-motivated, resilient, and results-driven.
  • Excellent organisational and time management skills.
  • High levels of professionalism, integrity, and client focus.

Key Competencies

  • Relationship Management
  • Business Development
  • Consultative Selling
  • Client Service Excellence
  • Commercial Awareness
  • Negotiation and Influencing
  • Resilience and Adaptability
  • Time Management
  • Communication
  • Ethical Conduct

Success in this Role

The successful candidate will demonstrate a strong ability to generate new business, consistently achieve sales targets, build trusted client relationships, and deliver an exceptional client experience while maintaining the highest professional and ethical standards.

 
 
 

 
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