Private Wealth Manager

SUMMARY:

POSITION INFO:
Job Title: Private Wealth Manager - Athena Report to: Samantha Bowen Seniority Level: Mid Career (4 - 6 yrs exp) Type: Permanent Duties and Responsibilities: Sales: Contacting potential clients and setting up initial meetings. Identify and pursue new business opportunities through lead generation, prospecting, and networking. Build and maintain strong relationships with key clients and stakeholders. Promoting and selling financial products to meet sales targets. Design product functionality with reference to available solutions. Client Servicing: Contact clients regularly to determine changes in financial circumstances. Ensure exceptional client servicing and address inquiries effectively. Conduct regular reviews with key clients to assess satisfaction levels. Review and respond to clients' changing needs and financial circumstances. Financial Planning: Provide unbiased and professional financial advice to clients. Recommend solutions to help clients meet their financial objectives. Protect, secure and grow clients' wealth. Research available investment opportunities. Risk Management: Complete client risk analyses. Act within regulatory requirements. General: Honour all meetings and engagements. Keep up to date with financial products and legislation. Continued study and development with accredited institutions. Key Skills Required: Strong customer focus with a client-centric mindset Excellent communication and interpersonal skills High level of ethical conduct and regulatory compliance awareness Proven ability in relationship building and influencing stakeholders Solid financial planning and advisory expertise Demonstrated sales and business development capability Minimum Qualifications & Experience: Matric (essential) 5–10 years’ experience within the financial services industry 5–7 years’ experience in Wealth Management (advantageous) Regulatory Representative Certification (RE5) Relevant tertiary qualification (CFP, CA(SA), CFA or similar) Background in Finance, Accounting, or Legal fields preferred Remuneration: Market Related - For more information please contact: Robert Best - robert.