Wealth Management

 

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management

Date posted:

Friday, March 18, 2022

Location:

CapeTown, South Africa

Salary:

R550 000 - R750 000


SUMMARY:
Wealth Management

JOB DESCRIPTION:

 
Category: Wealth Management 
Area: Claremont
Position: Wealth Manager
 

Our client, a boutique wealth and investment firm based in Claremont, Cape Town is looking to recruit an accomplished wealth manager. This role is a client-facing & front-office role as a wealth manager who will manage an existing client book of relationships, providing comprehensive advice and a broad range of investment tailored investment & wealth  services & products to the complex of retirees, high-network & wealthy private clients. 
 

Job Duties:

  • Achieving and exceeding specific individual and market asset and revenue targets
  • Introducing market-leading products, tailored solutions, and services supported by a holistic advisory approach high net worth clients
  • Deliver and execute solid &  specialist knowledge and product expertise in developing solutions for clients in the creation, management, and transfer of their personal wealth
  • Meet with  existing book of clients, conducting a detailed financial analysis in order to determine advice on personal wealth portfolios, retirement planning, insurance and estate planning. 
  • Proven track record of solid expertise in  referral acquisition and management of wealth for clients
  • Propose personalised recommendations in respect of growth opportunities, taking cognisance of each client’s risk profile and financial needs.  
  • Executing and implementing an ongoing private client service plan in order to ensure client portfolios are regularly monitored and relevant modification timeously executed
  • An exceptional professional work ethic and performance fully in line with compliance standards and regulatory policies / standards 
  • Excellent client and service orientation as well as outstanding communication skills when interacting with sophisticated entrepreneurs & clients
  • Relationship management 
  • Conducting annual reviews
  • Upselling and cross selling across all platforms 
  • Maintain and grow book of clients 

Qualifications & Experience:

Matric 

RE 1or 5

120 Credits or Recognised tertiary qualification in a finance related field such as a BCom, BusSc or a wealth management/investment management qualification recognized by the FSCA 

A completed Postgraduate Diploma in Financial Planning / Economics / Investment Management would be advantageou

Minimum 3-5 years'''' experience as a Private Client Wealth Manager / Financial Advisor / with experience in high and ultra-high net wealth investment advisory and planning, financial planning and estates planning

Fit & Proper 

Up to date with CPD Points 

 

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


 

 

 

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