Portfolio and Wealth Consultant

SUMMARY:
Portfolio and Wealth Consultant

POSITION INFO:

Job Position: Portfolio and Wealth Consultant

Ref: 3667

Location: Port Elizabeth

Salary:  R25 00 to R33 000 per month commensurate with experience and qualification

Qualifications / Requirements

Exceptional opportunity with upmarket and reputable concern.

• Completed Regulatory Examination (RE) for Representatives
• Minimum of 5 years Investment, Portfolio and Wealth experience
• Professional with good communication and technical abilities
• Well spoken in English and Afrikaans
• Proficient in MS Office (MS Word, Excel, PowerPoint, Outlook and Teams etc)
• Willing to travel to see clients to East London and Queenstown areas when required

Key Performance Areas:

• Servicing of existing clients, including reviews of their portfolios in terms of company policy
• 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
• Provide ongoing financial advice
• Process and implement instructions from clients
• Attend to and resolve clients concerns, queries, requests and complaints
• Assist clients with the preparation and signing of Wills and execution of estates, in association with the Executor
• Compilation of proposals for and implementation of instructions from clients
• 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

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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