Wealth Manager | Cape Town

SUMMARY:
Wealth Manager | Cape Town

POSITION INFO:

Role: Wealth Manager
Category: Banking
Location: Cape Town
Salary: R 750 000 - R 2 000 000 Per Annum

Our client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team.

Our client is made up of unique talents, diverse minds, and agility and live up to our promise of staying curious to help our clients achieve their financial goals.

Responsibilities:

• Achieving predetermined sales targets across the business by identifying opportunities in the client base to advise clients on approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation''s client base.
• Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Providing regular client reports against agreed service level agreements.
• Ensuring that the quality of advice remains high and consistent and in line with the company’s investment philosophy and product-approved matrix.
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Developing networks and building alliances to grow and strengthen internal support bases.

Qualifications and Experience:

• A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
• Solid experience in providing custom-built solutions to client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
• At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.