Wealth Manager | Port Elizabeth

SUMMARY:
Wealth Manager | Port Elizabeth

POSITION INFO:

Our client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team. This is a unique opportunity to advance your career with a forward-thinking financial institution, renowned for its exceptional service and commitment to excellence.

As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. Our client are 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.

Our client’s purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.

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 our 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.

As a Wealth Manager you will have access to:

• Our attractive employee value proposition and reward model.
• Opportunities to network and collaborate with all stakeholders across the company.
• Opportunities to innovate.
• Flexible working environment.
• Deep focus on health and wellbeing.
• Coaches and mentors to help with your professional development.