Johannesburg: Wealth Manager (Port Elizabeth) posted by Be Different Recruitment

About the Role

We are seeking an experienced Wealth Manager to join our team in Johannesburg, with a focus on serving clients based in Port Elizabeth. The ideal candidate will have a strong background in investment and economics, as well as relevant sales and advisory experience.

Key Responsibilities

• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals
• Achieve previously determined sales targets across the business by identifying opportunities to advise on the bank approved investment and risk products
• Investigate available investment opportunities to determine compatibility with client financial plans
• Review clients’ financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
• Ensure that the quality of advice remains high and consistent and in line with the banks investment philosophy and product approved matrix
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums
• Achieve gross production target as indicated in scorecard
• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation’s customer base
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
• Maintain expert knowledge on relevant legislative amendments, industry best practices and the banks internal compliance procedures and requirements
• Ensure compliance is adopted in terms of systems and procedures as laid out by the bank
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks
• Ensure optimal usage and protection of business assets
• Maintain expert knowledge on all bank approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets
• Engage in cross-functional activities
• Collaborate across boundaries and finds common ground with a widening range of stakeholders
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration

Requirements

• Relevant Degree in Investment or Economics
• Completed Certified Financial Planner preferred
• Have 3 to 5 years experience as a Wealth Manager with sales and advisory experience with high income clients
• FAIS experience

Qualifications

• Formal education/certifications (Bachelor’s, LLB, Matric, etc.)

Salary & Benefits