Wealth Manager (Cape Town)

SUMMARY:
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POSITION INFO:

In order to be considered the following is required:

• Must have CAT 1 and 2
• Minimum Qualification: Relevant Degree in Investment or Economics. Certified Financial Planner
• 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Industry related Sales or Advisory experience with high income clients preferred
• Must not be an unrehabilitated insolvent

Responsibilities

• Achieve gross production target as indicated in scorecard
• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products
• Be an ambassador for the bank as a financial service provider encompassing our internal values and ethical standards
• Maintain expert knowledge on all the bank’s approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets
• Ensure that the quality of advice remains high and consistent and in line with the bank’s investment philosophy and product approved matrix
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums
• Develop networks and build alliances to build and strengthen internal support bases
• Engage in cross-functional activities
• Collaborate across boundaries and finds common ground with a widening range of stakeholders
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration
• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base
• Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools
• Formulate proposals in cash management, risk needs, investment planning, estate planning or other areas to help clients achieve their financial goals
• Investigate available investment opportunities to determine compatibility with client financial plans
• Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
• Monitor financial market trends to ensure that client plans are responsive
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
• Maintain expert knowledge on relevant legislative amendments, industry best practices and the bank’s internal compliance procedures and requirements
• Ensure compliance is adopted in terms of systems and procedures as laid out by the bank
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks
• Ensure optimal usage and protection of business assets

Information displayed above not limited to advertisement.

Please consider your application as unsuccessful if you have not received a response within 14 days of submitting your application.