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Umhlanga Rocks: Client Relationship Specialist – Wealth Management




Date 2024-06-02
Job Title Client Relationship Specialist – Wealth Management
Employer
More Information
Salary 20 000 + monthly bonuses based on KPI`s
Category Accounting Finance
Location eThekwini
/ Umhlanga Rocks

Job Summary

Attend to all existing client queries and requests Handle, maintain, and track of all leads received by the Wealth Specialist Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications to ensure that they are completed correctly and in full Conducting client reviews in a FAIS compliant manner; conducting a full review taking into account a full needs analysis and any changes in the client circumstances Achievement of targets

Requirements:

2-5 years experience as a Private Client Wealth / Relationship Manager, with experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning Recognised FSCA tertiary qualification Completed or studying towards a Postgraduate Diploma in Financial Planning (PGDFP) would be an advantage Written and passed Representative (RE5) Exam and currently on an FSP`s license as a Representative giving advice and providing an intermediary service Licensed for the following subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20., 1.4., 1.5., 1.8., 1.9., 1.10., 1.11., 1.12., 1.14., 1.17., 1.18. Class of Business training completed as per Company and FSCA requirements Valid drivers license

Client Relationship Specialist – Wealth Management position available in eThekwini, Umhlanga Rocks. This job position was posted by . The job has been posted on 2024-06-02 in the Accounting Finance category

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