Junior Wealth Manager

Recruiter:

SHE Recruits

Job Ref:

CPT000462/BS

Date posted:

Monday, October 31, 2022

Location:

Somerset West, South Africa

JOB SUMMARY:
Our client, a boutique financial services firm, is looking for a Junior Wealth Manager to join their Somerset West team.
This firm offers local and international tailored share portfolios through access to market leading offshore investment products and structures.
The is a client-facing role and will offer hybrid working.

JOB DESCRIPTION:

Qualifications required:

A degree in a finance related field such as a BCom, BSc
A wealth management or investment management qualification recognized by the FSCA
A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous

Skills and experience required:

At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner
Experience in investment advisory and financial planning. Estate planning will be advantageous
A proven track record in client management and acquisition
Extremely well presented as this is a client facing role

Job description:

Manage the existing clients and build long lasting relationships.
Introduce additional clients to the business with a focus mainly on the high-net-worth individuals.
Assess clients’ financial needs and risk profiles.
Share knowledge and product expertise with clients.
Be willing to learn about specific offshore investment related products and structures and offer these market leading products to chosen existing and potential clients.
Propose investment solutions to clients taking cognisance of each client’s risk profile and financial needs.
Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
Display a professional and service orientated approach to clients.
Ensure all work is in line with company compliance standards and regulatory policies/standards.
Apply a friendly and professional approach when dealing with colleagues and other businesses.

Suitable CV’s may be sent to , visit

Similar jobs you might be interested in:

Junior Wealth Technical Specialist:
Location: Capetown
Salary: R360000-00 CTC will include medical aid and pension
This role requires a junior wealth Product Specialist in the Financial Services environment with experience in investment products, life insurance, medical aids product analysis.
Today

Junior Private Wealth and Inheritance Attorney
Location: Cape Town
Salary: Market Related
A full-service law firm offering legal advice to UK and international businesses, as well as individuals and families, is seeking a junior Personal wealth and Inheritance Attorney to provide comprehensive administrative and legal support in estate and probate matters, including managing client communications, regulatory compliance, asset administration, tax documentation, and estate finalization p...
28 days ago

Wealth Manager | Cape Town
Location: Capetown
Salary: Market-Related
wealth manager | Cape Town
32 days ago

Junior Paraplanner | Cape Town
Location: Capetown
Salary: Annual Salary
junior Paraplanner | Cape Town
39 days ago

Junior Paraplanner
Location: Capetown
Salary: Market-related
junior Paraplanner
41 days ago

Junior Paraplanner
Location: Capetown
Salary: R350 000
junior Paraplanner
41 days ago

Junior Paraplanner
Location: Capetown
Salary: 360 000 per annum
junior Paraplanner
43 days ago

Wealth Product Specialist
Location: Tyger Valley, Western Cape
Salary: Market Related
wealth Product Specialist
57 days ago

WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Assistance to the Advisor in the administration of clients' financial reviews and investments.
Today

Insurance Manager
Location: Cape Town
Salary:
If you’re an insurance-savvy relationship builder who believes that high-net-worth clients deserve more than a generic policy, this Insurance manager opportunity could be your next career move. Join a high-performance environment where service excellence, precision, and a touch of charm aren’t just nice-to-haves, they’re how business gets done.
1 day ago

Junior Wealth Manager

Similar jobs you might be interested in:

Create a free job alert for Junior Wealth Manager in Somerset West