SUMMARY:
Servicing of existing clients and generating new business.
POSITION INFO:
Your BCom/Post Graduate Diploma in Financial Planning or working towards CFP accreditation or RE Examinations completed as well as 3 years experience in a Wealth Management role would be advantageous for you to be able to do the following:
Client Portfolio Reviews:
- Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;
- Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;
Servicing of Existing Clients:
- Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values, etc.;
- Process and implement instructions from clients i.r.o. Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;
- Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios;
- Opening of CCM Accounts and authorisation of payments;
- Assist Clients in general Tax matters as well as obtaining Tax certificates, etc.;
- Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.
- Ensure that the principles of the TCF Policy are applied in all interactions with clients.
Generating New Business:
- Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;
- Compilation of proposals for, and Implementation of instructions from clients
General Administration:
- Recording of all client interaction upon completion of such interaction;
- Maintain and update client records and database including static data;
- Ensure compliance with FICA and FAIS legislation.
You must:
- able to travel to meet with clients
- have your own reliable transport
- communicate professionally in English
- have good knowledge of the different products of various service providers
- be very organised
NB! This job is now closed. You can apply for other jobs by uploading your CV.
