Wealth Manager

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth Manager, to their team based in Pretoria.

Requirements:

• Bachelor’s degree.
• Postgraduate Diploma in Financial Planning.
• CFP® (Certified Financial Planner).
• Regulatory Examination (RE5) (Completed).

Responsibilities, but not limited to:

Product Knowledge

• Full understanding of Investment Products, including but not limited to:
• Living annuities.
• Life annuities.
• Retirement annuities.
• Preservation funds.
• Discretionary investments.
• Endowments.
• Tax free savings investments.

Value Chain Management

• Maintain relationship with clients.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
• Propose solutions that meet each client’s goals, needs and objectives.

Prepare Portfolio Reviews

• Prepare reviews for clients as per the required frequency indicated on the CRM.
• Ensure portfolio reviews are prepared within the required SLA time frames.
• Reviews should be accurate and in the correct format and design.
• All reviews to be captured on the CRM management system in the prescribed expectations.
• Reviews to be discussed with clients and feedback to be captured on the CRM.
• Review client Wills annually.

General Administration

• Assist with switches, withdrawals and general enquiries.
• General Tax related assistance.
• Manage Annual Fee renewals.
• Manage Section 37 & 14 Transfers.
• Authorise CCM payments.
• Assist with any new business after initial client onboarding.
• Ensure that all administration and communication relating to client is captured on the CRM.