Wealth Specialist

SUMMARY:
Wealth Specialist | Cape Town

POSITION INFO:

Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm.

This role is centered on providing high-level investment support and implementing wealth management value propositions across a professional distribution channel.

The successful candidate will align advisory practices with internal house-views while enhancing the financial wellness and client-centric philosophy of the organization.

Key Responsibilities

• Value Proposition Implementation: Roll out wealth management strategies across various investment adviser segments.

• Investment Philosophy: Drive adoption of the internal investment philosophy and house-view fund lists to empower advisers.

• Advisory Support: Facilitate the investment advice process, offering guidance on retirement planning, estate planning, and tax optimization.

• Strategic Growth: Manage partnerships to support the full wealth offering and increase assets under management.

• Marketing & Education: Support marketing strategies and educate financial advisers on market trends and investment concepts.

Experience & Qualifications

• Education: A Degree in Investments or a relevant Financial Planning qualification (min 120 credits NQF6) is essential.

• Certifications: RE1 and RE5 are mandatory. A Certified Financial Planner (CFP) designation is highly preferred.

• Proven Track Record: 5-8 years of experience in financial services, specifically within asset/wealth management and investment marketing.

Technical Expertise

• Deep knowledge of South African and international investment markets.

• Legal proficiency in FAIS, exchange control, financial instruments, and product wrappers.

• Strong competency in delivering results, networking, and entrepreneurial thinking.

  Core Competencies

• Exceptional communication and presentation skills.

• Ability to persuade, influence, and build lasting professional relationships.

• Resilience in coping with pressure and setbacks.

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