Job Title: Wealth Manager (Hybrid)Role Overview:
The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client's financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed of diverse talents committed to helping high-net-worth clients achieve their financial objectives.
Key Responsibilities:Sales Target Achievement: Responsible for meeting predetermined sales targets by identifying opportunities within the existing client base and advising on approved investment and risk solutions.Client Education and Retention: Educates clients on products and services to enhance client retention, increase sales revenue, and expand the organization's client base.Financial Analysis and Planning: Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies.Proposal Development: Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals.Client Reporting: Provides regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organization's investment philosophy.Networking and Competitive Edge: Contributes to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums.Relationship Building: Develops networks and builds alliances to strengthen internal support and enhance client offerings.Qualifications and Experience:Education: Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field.Experience: Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial level is essential. Possession of CAT 1 licenses, with CAT 2 licenses as an advantage.Employee Benefits:Access to an attractive employee value proposition and reward model.Opportunities for networking and collaboration with stakeholders.Flexible working environment focused on health and well-being.Professional development support through coaching and mentoring.Additional Requirements:
Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA). Applicants must not be unrehabilitated insolvents.
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