Wealth Manager - Stellenbosch and surrounds

SUMMARY:
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POSITION INFO:

Wealth Manager - Stellenbosch

Innovative bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build up a book of clients.

Main Responsibilities

• Generate business and build a strong book of clients.
• Manage portfolio of High-Net-Worth clients in Stellenbosch and surrounding areas.
• Acquire new clients through internal and external networks.
• Provide sound advise on Investments, Wealth and Estate planning.
• Manage pipeline to acquire and retain clients.
• Service new and existing clients.
• Provide comprehensive wealth planning to clients.
• Strong focus on Investments, Estate planning, Fiduciary and risk products, etc.
• Conduct regular meetings with key clients.
• Proactively review clients changing needs and financial circumstances.
• Provide excellent Customer Relationship Mgt.
• Provide sound business practices e.g. segmentation, servicing, etc.
• Build relationships across other divisions.
• Key role to build the profile of Wealth team in the Stellenbosch branch.

Qualifications and Experience:

• Business or Finance or relevant Degree. CFP an advantage.
• 7 to 10 years experience in Investments / Wealth / Financial Planning.
• Well-connected in Western Cape - Stellenbosch region.
• Strong knowledge of Investment solutions etc.

Should you be interested in this exciting opportunity:

• Please submit your CV online.
• For any queries, please contact Bev at SET on .
• No WhatsApp CVs can be accepted.
• Looking forward to hearing from you.