Wealth Manager (Hybrid)

SUMMARY:
Join Our Team as a Wealth Manager: Shape Financial Futures!

POSITION INFO:

Job Title: Wealth Manager (Hybrid)

Role Overview:

The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client''''s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed of diverse talents committed to helping high-net-worth clients achieve their financial objectives.

Key Responsibilities:

• Sales Target Achievement:

  • Responsible for meeting predetermined sales targets by identifying opportunities within the existing client base and advising on approved investment and risk solutions.

• Client Education and Retention:

  • Educates clients on products and services to enhance client retention, increase sales revenue, and expand the organization''''s client base.

• Financial Analysis and Planning:

  • Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies.

• Proposal Development:

  • Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals.

• Client Reporting:

  • Provides regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organization’s investment philosophy.

• Networking and Competitive Edge:

  • Contributes to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums.

• Relationship Building:

  • Develops networks and builds alliances to strengthen internal support and enhance client offerings.

Qualifications and Experience:

• Education:

  • Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field.

• Experience:

  • Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial level is essential.
  • Possession of CAT 1 licenses, with CAT 2 licenses as an advantage.

Employee Benefits:

• Access to an attractive employee value proposition and reward model.
• Opportunities for networking and collaboration with stakeholders.
• Flexible working environment focused on health and well-being.
• Professional development support through coaching and mentoring.

Additional Requirements:

• Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA).
• Applicants must not be unrehabilitated insolvents.

 

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