Wealth Broker

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.

• 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.

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