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WEALTH MANAGER / FINANCIAL ADVISOR

WEALTH MANAGER / FINANCIAL ADVISOR

HR OptionsGqeberha, Nelson Mandela Bay Metro, South Africa
11 days ago
Job type
  • Quick Apply
Job description

A well known and Nationally established Company is looking for a Wealth Manager.

The Wealth Manager is responsible for :

  • Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
  • Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.

Your :

  • Formal Education :

    • BCom

  • Post Graduation Diploma in Financial Planning would be advantageous
  • CFP accreditation would be advantageous
  • RE Examinations completed
  • Experience :

    • 5 years in a Wealth Management role

  • Verbal and written communication, in English and Afrikaans, at all levels

    • will nable you to do the following duties :

  • 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;
  • Leadership & Support to Wealth Planner

    • Assist the Wealth Planner in the mentoring and supervision of the Wealth Assistant to ensure supervision and other legal compliance requirements;

  • Assist the Wealth Planner in the identification of training requirements for the Wealth Assistant and provide input for the Performance Appraisal Evaluation of the Wealth Assistant ;
  • Assist the Wealth Planner in the quality control of work outputs of the Wealth Assistant to ensure high standards of client service and portfolio management;
  • Liaison with Service Providers to resolve problems in client service;
  • 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.