| Date | 2024-11-27 |
|---|---|
| Job Title | Wealth Manager (Hybrid) |
| Employer | The Recruitment Council More Information |
| Salary | 0 |
| Category | Professions |
| Location |
Kwazulu Natal / Newcastle |
Job Summary
Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client“s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed of diverse talents committed to helping high-net-worth clients achieve their financial objectives. Key
Responsibilities:
Sales Target Achievement: Responsible for meeting predetermined sales targets by identifying opportunities within the existing client base and advising on approved investment and risk solutions. Client Education and Retention: Educates clients on products and services to enhance client retention, increase sales revenue, and expand the organization“s client base. Financial Analysis and Planning: Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies. Proposal Development: Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals. Client Reporting: Provides regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organizations investment philosophy. Networking and Competitive Edge: Contributes to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums. Relationship Building: Develops networks and builds alliances to strengthen internal support and enhance client offerings. Qualifications and Experience: Education: Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field. Experience: Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial level is essential. Possession of CAT 1 licenses, with CAT 2 licenses as an advantage. Employee Benefits: Access to an attractive employee value proposition and reward model. Opportunities for networking and collaboration with stakeholders. Flexible working environment focused on health and well-being. Professional development support through coaching and mentoring. Additional
Requirements:
Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA). Applicants must not be unrehabilitated insolvents.
Wealth Manager (Hybrid) position available in Kwazulu-Natal, Newcastle. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2024-11-27 at 13:41:34 in the Professions category
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