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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