Wealth Manager (Hybrid)

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.

Location: Port Elizabeth, ZA

Posted Date: 10/25/2024