Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ a 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).
• 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.

Responsibilities, but not limited to:

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 timeframes.
• 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 Investec 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.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.