The role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for Warwick through signing the client’s lump sum investments to Warwick’s suite of local and offshore investment products, as well as offering and cross selling Warwick’s other complementary product offerings.
Wealth Planners must be able to prospect and source private clients through Warwick’s IFAs, as well as through direct business thereby increasing the Warwick’s Assets Under Management (AUM) thus establishing and growing the Wealth Planner’s client book. The focus of position is twofold being new private client business acquisition as well as high quality client servicing and relationship management. Wealth Planners with a unique and/or established lead and client source will be particularly successful in their attainment of AUM in Warwick’s target and performance driven environment.
Wealth Planners are defined in the Warwick environment as motivated, driven, organised and accountable investment advisory and planning professionals who are able to operate with a sales orientated business while always acting ethically and compliantly toward all private clients.
Candidates are required to have a relevant FSCA recognized qualification as well as meeting all Fit and Proper requirements thus allowing them to be added to Warwick’s FSP license. Candidates with investment client books will be advantageous.
Remuneration consists of a market competitive basic salary, up to 80% of investment annuity based on Deliverable achievement as well as 50% of upfronts.