Junior Wealth Manager

Key Responsibilities:

Check and maintain the existing Client File:

* Check and ensure all required compliance documentation is up to date and on file.
* Check and ensure client has been loaded and approved on Eas-eFICA (system for online client due diligence)
* Check and ensure client details on record with applicable service providers is up to date and accurate.
* Where applicable obtain the information necessary to compile a Balnce Sheet and Income and Expenditure Statement for the client.

Meet the Client:

* Set up annual meetings or interactions with the client to update them on their business.
* During the initial hand-over period a senior wealth manager will also attend these meetings

Prepare Recommendations:

* Use the meetings to identify areas for planning
* Undertake research to identify suitable solutions to meet the clients needs
* Consider suitability of the clients current investment strategy specifically regarding the clients chosen behavioural risk profile.
* Implement model portfolio investment strategies where not already in place
* Prepare draft recommendations based on the above
* During the initial hand-over period these draft recommendations must first be discussed with the senior wealth manager before being shown to the client who must then approve

Implementing Recommendations:

* Prepare suitable correspondence with the agreed recommendations and communicate with client for final approval
* Complete application/ proposals forms
* Implement the changes as approved
* Confirm changes to the client

Primary Wealth Manager:

* Overtime become a primary wealth manager on each client account, a first point of contact for the client within the business, deal effectively with all client queries related other parties through effective and timely communication
* Establish and build a strong relationship with each client and use this to drive additional business or share of wallet
* Also use client relationship to extract strong client referals for additional business

Investment Committee:

* The Investment Committee meets quarterly to discuss following:

• General market conditions
• Expectations for the following quarter
• Full review of all investment strategies
• Discussion of changes to underlying fund manages selected if applicable

* You will be given the opportunity to add value in these meetings.

Skills Required:

* You are appropriately qualified ( B Com, CFP, CA(SA)
* You have 1-3 years experience in wealth management dealing directly with clients
* You are nurturing individual that is happy in a "farming" role as opposed to a role which is sales focused
* You are motivated to follow a career in wealth management and have a willingness to follow steep learning curve
* You are highly organised, methodical, and disciplined
* You can multi-task and prioritise effectively
* You are analytical and have problems solving skills
* You have excellent inter-personal skills, both written and verbal
* You are a team player but can also work independently where required