Job Description
About the Role
Our client, a leading financial services provider, is seeking an experienced Wealth Manager to join their team. As a Wealth Manager, you will provide professional advice to their existing book of clients and members, working with new and existing clients supplied by the company. This exciting opportunity allows you to utilize your expertise in financial planning to deliver exceptional service to clients.
Key Responsibilities
- Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
- Prospect and obtain new clients in the market to add to it’s already extensive book.
- Provide financial products and services in a professional manner, building rapport and confidence in the clients.
- Maintain ongoing communication with clients.
- Develop comprehensive financial plans tailored to individual client.
- Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
- Stay informed about market trends and economic developments.
- Assess clients’ risk tolerance and recommend appropriate risk management strategies.
- Provide advice on Investment and Risk Products.
- Identify opportunities for cross-selling and upselling financial services.
- Network with professionals, attend industry events, and participate in marketing initiatives.
- Ensure compliance with industry regulations and ethical standards.
- Maintain accurate records and documentation.
- Stay updated on changes in financial laws and regulations.
- Prepare regular reports for management and clients.
Requirements
- Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ Bcom/Finance-related qualifications)
- RE5 Non-Negotiable
- Driver’s License and own vehicle Non-negotiable
- Relevant Class of Businesses in place
- Fit and Proper
- Minimum 3 Years in Financial Planning Role
- Excellent command of Microsoft Excel or related software
Qualifications
- Completed Matric with Tertiary Education in Finance related field
- Obtained RE5 Certification
- Hold a valid Driver’s License and own vehicle
Salary & Benefits
- R20 000 – R30 000 Basic Salary (Experience/Qualification dependent)
- Lucrative Commission Structure
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Gauteng
In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.
Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.
Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.
Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.
Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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