Wealth Manager Eastern Cape

Our clients in the banking sector looking for Wealth Manager (Port Elizabeth
- Eastern Cape) to serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.

• Relevant Degree in Investment or Economics
• Preferred Qualification for Wealth Advisor
  - Certified Financial Planner (CFP)
• 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients
• FAIS experience
• RE5
• Preferred Qualification for Wealth Advisor
  - Certified Financial Planner (CFP)

• Formulate proposals in cash management, risk needs, investment planning, estate planning or other areas to help clients achieve their financial goals
• Achieve previously determined sales targets across the business by identifying opportunities to advise on the group approved investment and risk products
• Investigate available investment opportunities to determine compatibility with client financial plans
• Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
• Ensure that the quality of advice remains high and consistent and in line with the bank's investment philosophy and product approved matrix
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums
• Achieve gross production target as indicated in scorecard
• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
• Maintain expert knowledge on relevant legislative amendments, industry best practices and the bank's internal compliance procedures and requirements
• Ensure compliance is adopted in terms of systems and procedures as laid out by the bank
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks
• Ensure optimal usage and protection of business assets
• Maintain expert knowledge on all group approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets
• Engage in cross-functional activities
• Collaborate across boundaries and finds common ground with a widening range of stakeholders
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration