Private Client Wealth Manager | Constantia

Overview

Are you an experienced and proactive financial professional with a knack for building strong client relationships? Our client is looking for a Private Client Wealth Manager to join their team of investment specialists. This role is perfect for a self-starter who excels at providing top-tier service to private wealth clients and is driven by the achievement of targets.

• Provide exceptional service to existing private clients, addressing their queries and needs with professionalism and efficiency.
• Conduct in-depth client reviews to assess their current financial situation, analyze their needs, and make suitable recommendations.
• Help your team achieve monthly Funds Under Management (FUM) targets and other deliverables.
• Manage, track, and follow up on all leads to ensure timely contact.
• Utilize our company’s CRM package, XPlan, to manage client information and maintain accurate records.
• Ensure all administrative and business processes are fully compliant with regulations from the FSCA and FAIS Act.

• A recognized FSCA tertiary qualification.
• 2-5 years of experience as a Private Client Wealth or Relationship Manager.
• Proven experience in high and ultra-high net wealth investment advisory and planning.
• A strong understanding of financial markets, securities, and financial instruments such as equities, bonds, and investment schemes.
• A valid driver’s license.