Client Relationship Specialist / paraplanner

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Wealth Management BASIC SALARY : Market related START DATE : A.S.A.P REQUIREMENTS: - 510 years experience as a Private Client Wealth or Relationship Manager. - Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning. - Grade 12 (Matric). - Recognized FSCA-approved tertiary qualification. - Postgraduate Diploma in Financial Planning (PGDFP) (advantageous). - RE5 certification (required). - Valid Financial Services Provider (FSP) license, including Category 1. - Proficient in Microsoft Office. - Computer literate and technologically savvy. - Valid drivers license. - Fluent in verbal and written English and Afrikaans. - Financial Markets Knowledge: Strong understanding of financial markets and instruments, including equities, fixed income, bonds, listed property, cash instruments, and local and offshore investment schemes. - Economic Awareness: Good understanding of local and global economic fundamentals. - Client Needs Analysis: Knowledge of risk profiling tools and approaches to meet diverse client financial objectives. - Business Acumen: Ability to quickly understand the companys business model, products, and services. - Market Awareness: Awareness of competitor activities and offerings. - Sales and Relationship Management: Strong interpersonal and sales skills, with the ability to engage and build relationships with high-net-worth and ultra-high-net-worth clients. - Technical Skills: Computer literate and technologically proficient. DUTIES: - Service existing clients within an allocated Wealth Specialists team, delivering a high standard of client care. - Build and maintain strong, trust-based relationships with private wealth clients. - Understand client needs and provide appropriate product and service solutions. - Conduct client reviews to assess current portfolios, identify needs, and make recommendations. - Contribute to the achievement of monthly Funds Under Management (FUM) targets as part of the team. - Client Service: Attend to all client queries and requests timeously and professionally, ensuring exceptional service delivery. - Lead Management: Handle, maintain, and track all leads received by the Wealth Specialist team, ensuring timely follow-up in line with company guidelines. - Reconciliation and Reporting: Maintain, reconcile, and submit daily reconciliation templates and team figures accurately. - Client Liaison: Engage with all allocated clients in accordance with company standards and guidelines. - CRM Management: Ensure full and effective utilization of the companys CRM system (XPlan). - Appointment Coordination: Schedule and confirm appointments for the Wealth Specialist, ensuring all required documentation is prepared. - Administrative Accuracy: Review deal packs and will applications for completeness and accuracy before submission to the Regional Administration Manager. - Deal Support: Assist in resolving outstanding requirements to ensure successful deal completion. - Product Knowledge: Maintain a thorough understanding of all company product offerings. - Compliance: Ensure adherence to all regulatory requirements, including FSCA and FAIS Act guidelines, and manage complaints and terminations in a compliant and client-focused manner. - Client Reviews: Conduct comprehensive, FAIS-compliant client reviews, including full needs analysis and consideration of changes in client circumstances. - Target Achievement: Meet performance targets and deliverables as set by the company. HOURS: - Monday to Friday: 08:00 17:00