Western Cape: Wealth Management Associate posted by Conova (PTY) LTD
Posted on 2025-05-03 00:00:00
| Employer | Conova (PTY) LTD |
|---|---|
| Category | Finance/Accounting Management |
| Location | Western Cape / Western Cape |
Job Summary
- Prepare and collate new client onboarding documentation.
- Oversee the management and updating of client CRM profile.
- Liaise with external and internal providers on client specific queries and implementation of instructions.
- Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager.
- Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements).
- Apply basic knowledge of the FAIS General Code of Conduct in daily work.
- Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
- Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance
- Ensure a sound level of product knowledge by keeping up to date with products used by service providers.
- Compile proposal documents based on the Director (Wealth Manager) instruction and recommendations.
- Compile a financial needs analysis and retirement needs analysis based on Director (Wealth Manager) recommendations and instructions.
- Construct & produce Asset Allocation reports for existing clients.
- Construct & produce Proposals for both new and existing clients.
- Prepare Goals Based Wealth Management proposals and reports for clients.
- Prepare Financial Needs Analyses for both new and existing clients.
- Preparation of meeting packs for Family Office clients.
- Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
- Assisting the Associate Team and Pod with complex structure onboarding both locally and offshore.
- Constant innovation of client reports.
- Provide technical support e.g. performance queries (using Morningstar Direct analysis software).
- Assist in the development and maintenance of wealth management products / strategies.
- Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients.
- Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons.
Qualifications, Skills and Experience:
- A related BComm or BBusSci degree and a Postgraduate Degree in Financial Planning (advantageous)
- CFP designation advantageous
- RE5 advantageous
- Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA
- 3-5 years working experience in the financial planning environment
- Preparing detailed and complex proposals and financial needs analyses for clients.
- Ability to prioritise, organise and plan around large amounts of information and tasks.
- Ability to execute on a wide variety of tasks with accuracy and within required timeframes.
- High attention to detail and low tolerance for errors
- Highly numerate
- Punctual
- Ability to work very well in a team.
- Fluent in English (verbal and written) and must be confident in communicating with clients telephonically.
- Ability to take initiative.
- Keen interest in Fintech systems
- Fast learner
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