Port Elizabeth: Wealth Manager (Hybrid)

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 Nelson Mandela Bay, Port Elizabeth. This job position was posted by . The job has been posted on 2024-12-23 in the Accounting Finance category

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