Wealth Manager

Job Title

Wealth Manager

Qualification

Commerce or financial degree from a reputable tertiary institution (advantageous)

CFP designation advantageous

RE5 advantageous

Minimum Requirements

• Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA.
• 3-5 years working experience in the financial planning environment assisting Family Officers and / or Wealth Managers and / or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.
• Prepare and collate new client onboarding documentation.
• Oversee the management and updating of client CRM profile.
• Liaise with external and internal providers on client specific queries and implementation of instructions.
• Apply basic knowledge of the FAIS General Code of Conduct in daily work.
• Draft and / or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
• Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
• Compile proposal documents based on the Wealth Manager instruction and recommendations.
• Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.
• MS Office Suite (including Teams Word Excel PowerPoint Outlook SharePoint) XPlan (advantageous).

Key Skills

Employment Details

Employment Type : Full-Time

Experience : years

Vacancy : 1

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