Job summary
One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Wealth Manager. The main objective of this role is to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
Duties include, but are not limited to:
- 1. 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
2. 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 clients goals, needs and objectives.
3. 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.
4. 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 on-boarding;
Ensure that all administration and communication relating to client is captured on the CRM.
5. Qualifications
Bachelors degree
Postgraduate Diploma in Financial Planning
CFP® (Certified Financial Planner)
Regulatory Examination (RE5) (Completed)
6. Soft Skills Competencies
Attention to detail
Effective communication skills
Deadline driven
