Wealth Manager

SUMMARY:
We are assisting our client in recruiting for an experienced Wealth manager.

POSITION INFO:
Job Description
To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.

Are You Someone Who Can

• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Achieve previously determined sales targets across the business by identifying opportunities to advise on Clients approved investment and risk products.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Ensure that the quality of advice remains high and consistent and in line with Client’s investment philosophy and product approved matrix.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Achieve gross production target as indicated in scorecard.
• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and Client’s internal compliance procedures and requirements.
• Ensure compliance is adopted in terms of systems and procedures as laid out by Client.
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
• Ensure optimal usage and protection of business assets.
• Maintain expert knowledge on all Clients approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Engage in cross-functional activities.
• Collaborate across boundaries and finds common ground with a widening range of stakeholders.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.

• Relevant Degree in Investment or Economics.
• Completed Certified Financial Planner preferred.
• Have 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients.
• Candidates with the following FAIS experience will be given preference:

• 1.3 Long-Term Insurance subcategory B1
• 1.4 Long-Term Insurance subcategory C
• 1.5 Retail Pension Benefits
• 1.8 Shares
• 1.9 Money Market Instruments
• 1.12 Bonds
• 1.14 Participatory Interests in a Collective Investment Scheme
• 1.15 Forex Investments
• 1.17 Long-term Deposits
• 1.18 Short-term Deposits
• 1.20 Long- Term Insurance Subcategory B2
• 1.21 Long- Term Insurance Subcategory B2- A
• 1.22 Long-term Insurance subcategory B1-A
• 1.24 Structured Deposits
• 1.26 Participatory Interest in hedge fund

• 2.2 Long Term Insurance Subcategory C
• 2.3 Retail Pension Benefits
• 2.5 Shares
• 2.6 Money Market Instruments
• 2.9 Bonds
• 2.11 Participatory Interests in one or more CIS
• 2.12 Forex Investments
• 2.13 Long Term Deposits
• 2.14 Short Term Deposits
• 2.18 Structured Deposits
• 2.20 Participatory interest in hedge funds