Wealth Manager

SUMMARY:
Wealth Manager

POSITION INFO:

Job Position: Wealth Manager

Ref: 3667

Location: Port Elizabeth

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

Qualifications / Requirements

• B.Com: Financial Planning or similar
• Post Graduate Diploma in Financial Planning
• Completed Regulatory Examination (RE) for Representatives
• Registered CFP (board examination completed)
• Minimum of 5 years wealth management 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)
• Experience in wealth planning and Wealth Manager systems such as Xplan, CRM etc highly advantageous
• Knowledge of service provider products and their online sites operations
• Willing to travel to see clients to East London and Queenstown areas when required
• Candidate who is looking for a stable position and would be in the position medium to long term
• To start immediately

Key Performance Areas:

• Servicing of existing clients, including reviews of their portfolios in terms of company policy
• Support to Wealth Planners in terms of generating new business and preparing proposals to new and existing clients
• 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, in consultation with the relevant Wealth Planners, to clients regarding their portfolios
• 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
• Pro-actively identify new business opportunities and market the range of services and products offered by the company
• 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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