Junior Wealth Manager - JHB

SUMMARY:
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POSITION INFO:
ENVIRONMENT: Our client, a leading investment and wealth management business, is seeking a motivated Junior Wealth Manager to join their team. The successful candidate will be responsible for building and growing a wealth management portfolio by developing strong client relationships, conducting client meetings, and leveraging strategic distribution partnerships.  The primary purpose of the role is to establish and nurture long-term client relationships while growing Assets Under Management (AUM) and contributing to the overall expansion of the business.   DUTIES: •       Build a wealth management book of clients through client meetings and leveraging partnered distribution relationships. •       Constantly monitor and follow up on the new business implementation process to ensure seamless and smooth client acquisition. •       Consult with various stakeholders, including: o    Portfolio Managers o    Product Suppliers o    Administrative Staff •       Draft investment proposals and investment reports. •       Compile, update, and maintain weekly, monthly, and\/or quarterly investment feedback reports for selected clients and all partners. •       Continuously maintain and analyse the investment book. •       Update internal weekly pipeline reports on POS (internal system). •       Compile and update portfolio asset allocation spreadsheets. •       Provide a minimum of bi-monthly partner updates. •       Maintain ongoing communication and engagement with partners. •       Work closely with Wealth Managers within the team, providing assistance and advice while collaborating to build the business.   REQUIREMENTS: Knowledge & Industry Experience •       Clear understanding of financial services, including investments and the broader financial services industry. •       Clear understanding of the administration of financial services, products, and investment platforms. •       Understanding of FAIS and subordinate legislation, FICA, and PoPIA. •       Experience with Investment Funds, Collective Investment Schemes (CIS), JSE, equities, and other investment classes. •       Private Banking \/ Wealth Management experience. •       Experience in investment advisory and financial planning. •       Industry exposure and competitor analysis. Job Experience •       High-net-worth client interaction (essential). •       3–5 years’ experience as a Client Wealth Manager, Financial Advisor, Financial Planner, or Private Banker. •       Sound financial acumen and customer service excellence. •       Strong client relationship management ability. •       Target-driven approach. Education •       BCom or similar qualification in Finance, Wealth Management, Investment Management, or a related field.   ATTRIBUTES: •       Dynamic, energetic, resilient, and committed initiative-taker. •       Strong client relationship management skills. •       Target-driven. •       Consistent self-education and commitment to professional development.