Job Description
About the Role
Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ a Wealth Manager to their team based in Pretoria.
Key Responsibilities
- Maintain relationship with clients.
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
- Propose solutions that meet each client’s goals, needs and objectives.
- Prepare reviews for clients as per the required frequency indicated on the CRM.
- Ensure portfolio reviews are prepared within the required SLA timeframes.
- Reviews should be accurate and in the correct format and design.
- All reviews to be captured on the CRM management system in the prescribed expectations.
- Reviews to be discussed with clients and feedback to be captured on the CRM.
- Review client Wills annually.
- Assist with switches, withdrawals and general enquiries.
- General Tax related assistance.
- Manage Annual Fee renewals.
- Manage Section 37 & 14 Transfers.
- Authorise Investec CCM payments.
- Assist with any new business after initial client onboarding.
- Ensure that all administration and communication relating to client is captured on the CRM.
Requirements
- Bachelor’s degree.
- Postgraduate Diploma in Financial Planning.
- CFP (Certified Financial Planner).
- Regulatory Examination (RE5) (Completed).
Qualifications
- Full understanding of Investment Products, including but not limited to:
- Living annuities.
- Life annuities.
- Retirement annuities.
- Preservation funds.
- Discretionary investments.
- Endowments.
- Tax free savings investments.
Salary & Benefits
No information available.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other IT/Computer Jobs in Gauteng
The IT and computer industry is one of the most dynamic and growing sectors in Gauteng, with a thriving job market that offers a wide range of opportunities for career advancement.
In terms of salary ranges, IT professionals in Gauteng can expect to earn anywhere from R800 000 per annum for junior positions to over R2 million for senior executives. The average salary for software engineers is around R1.5 million, while data analysts can earn between R900 000 and R1.2 million. With experience and skills, IT professionals in Gauteng can expect significant salary increases, with some roles offering bonuses and benefits that can increase their overall remuneration.
To succeed in the IT industry in Gauteng, candidates need to possess a range of key skills, including programming languages such as Java, Python, and C++, as well as experience with databases, cloud computing, and cybersecurity. Strong problem-solving skills, attention to detail, and excellent communication skills are also essential for success in this field. Additionally, knowledge of ITIL (Information Technology Infrastructure Library) and Agile methodologies can be highly valued by employers.
Several major companies and industries in Gauteng are currently hiring IT professionals, including technology firms such as Microsoft, IBM, and Oracle, as well as banks and financial institutions like Standard Bank and Nedbank. The finance industry is also a significant employer of IT staff, with roles ranging from software development to data analytics and cybersecurity.
Career growth opportunities are abundant in the IT industry in Gauteng, with many companies investing heavily in employee training and development programs. With experience and skills, IT professionals can move into senior leadership positions or start their own businesses, while also pursuing further education and certifications. The Johannesburg Stock Exchange (JSE) is also a significant employer of IT staff, with roles ranging from software development to data analytics and cybersecurity.
Overall, the IT industry in Gauteng offers a wide range of exciting career opportunities for job seekers with the right skills and experience. With salaries that are competitive with those offered by major companies globally, there has never been a better time to pursue a career in this dynamic and rapidly evolving field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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