Wealth Manager | Port Elizabeth
Posted on 2025-01-31
Job Summary
Responsibilities:
Achieving predetermined sales targets across the business by identifying opportunities in the client base to advise clients on approved investment and risk solutions. Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation`s client base. Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools. Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals. Providing regular client reports against agreed service level agreements. Ensuring that the quality of advice remains high and consistent and in line with the companys investment philosophy and product-approved matrix. Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums. Developing networks and building alliances to grow and strengthen internal support bases. Qualifications and Experience: A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree. Solid experience in providing custom-built solutions to our clients wealth portfolios at a managerial level is a fundamental requirement for this role. At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage. As a Wealth Manager you will have access to: Our attractive employee value proposition and reward model. Opportunities to network and collaborate with all stakeholders across the company. Opportunities to innovate. Flexible working environment. Deep focus on health and wellbeing. Coaches and mentors to help with your professional development.
Wealth Manager | Port Elizabeth position available in South Africa, South Africa. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2025-01-31 at 13:37:19 in the Professions category
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