Wealth Manager

SUMMARY:
-

POSITION INFO:

Qualifications required:

• A degree in a finance related field such as a BCom, BusSc
• 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

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.