Associate Wealth Manager

Associate Wealth Manager

Job Purpose:

To partner with the wealth manager to address risk planning related needs of tail‑end clients and to cultivate new and existing client relationships for building a book of risk insurance and investment clients. The associate requires client acquisition and management skills, holistic financial planning, and product knowledge. The associate must demonstrate business development and financial planning abilities to grow risk business and support and retain clients by meeting their financial needs.

The primary purpose of the Associate Wealth Manager is to partner with the wealth manager(s) to address clients’ risk needs and cultivate new and existing client relationships. The associate will focus primarily on risk insurance and have client management, financial planning, and product knowledge, including client acquisition and business management to grow their book of clients and address various financial and investment needs.

This is a variable earning role with conditional vesting allowance for up to 24 months. It is a role of own lead generation, requiring a hunter profile.

The location is Cape Town (Newlands) or Durbanville.

• Assist the wealth manager in helping clients articulate their risk needs within the context of their overall financial plan.
• Support a goals‑based wealth management strategy with the wealth manager and their clients.
• Ensure that a pipeline of new risk business opportunities is generated.
• Provide support on product and services.
• Build, encourage and maintain long‑term relationships with key stakeholders.
• Ensure that all emails and enquiries are responded to time‑suitably.
• Ensure agreed risk business sales activity requirements are met.
• Assist with implementing suggested plans and strategies.
• Complete a minimum number of risk plans and analysis each month.
• Ensure that the company and its associate products are represented professionally.
• Comply with all regulatory requirements including licensing and registrations.
• Suggest measures to improve customer services, satisfaction and loyalty.

• Foster collaboration and good working relations within Advisory Services and other business units.
• Contribute positively toward continuous improvement across business units.

• Completed Business Degree or similar.
• Completed RE 5 certificate and supervisory process signed‑off.
• Wealth Management certificate.
• CFP or CFA advantageous.

• Previous 2 years experience as a paraplanner or in risk insurance sales.
• Holistic financial planning.
• Experience servicing post‑graduate qualification‑holding professionals and high‑net‑worth individuals.
• Knowledge in tailored financial solutions.
• Ability to analyse complex financial information using financial tools.
• Technical skills in investments, risk planning, estate planning, business solutions.
• Track record of client acquisition and selling.

• Microsoft Office proficiency.
• Advanced MS Excel.
• Experience with a financial planning tool preferable.
• CRM tool experience preferable.

• Effective networking.
• Strong presentation skills.
• Persuasive communication (verbal and written) and IT fluency.
• Creative talents and ability to solve tough problems.
• In‑depth knowledge of the industry and its current events.
• Ability to manage pressure and meet deadlines.
• Skill in prioritising and triaging obligations.
• Attention to detail.
• Excellent time management and organisation.
• Persuasiveness.

• Seniority level
  :
  Associate
• Employment type
  :
  Full‑time
• Job function
  :
  Finance and Sales

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