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. Requirements Relevant degree, diploma, or equivalent qualification. Proven track record of success in a target-driven sales environme...