The Wealth Manager is responsible for: Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.
Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous RE Examinations completed Experience: 5 years in a Wealth Management role Verbal and written communication, in English and Afrikaans, at all levels will nable you to do the following duties: Client Portfolio Reviews Research performance of client portfolios and prepare Reviews in accordance with company policy and standards; Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy; Servicing of Existing Clients Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o.
risk, market trends, investment performance, benchmarks, insured values, etc.
; Process and implement instructions from clients i.r.o.
: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers; Attend to and resolve clients' concerns, queries, requests and complaints regarding their portfolios; Opening of CCM Accounts and authorisation of payments; Assist Clients in general Tax matters as well as obtaining Tax certificates, etc.
; Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.
Ensure that the principles of the TCF Policy are applied in all interactions with clients; Generating New Business Pro-actively identify new business opportunities and market the range of services and products offered by the EFG; Compilation of proposals for, and Implementation of instructions from clients; Leadership & Support to Wealth Planner Assist the Wealth Planner in the mentoring and supervision of the Wealth Assistant to ensure supervision and other legal compliance requirements; Assist the Wealth Planner in the identification of training requirements for the Wealth Assistant and provide input for the Performance Appraisal Evaluation of the Wealth Assistant ; Assist the Wealth Planner in the quality control of work outputs of the Wealth Assistant to ensure high standards of client service and portfolio management; Liaison with Service Providers to resolve problems in client service; General Administration Recording of all client interaction upon completion of such interaction; Maintain and update client records and database including static data; Ensure compliance with FICA and FAIS legislation.