Wealth Management Specialist

3 weeks ago

Cape Town, South Africa Momentum Life Full time

**Introduction**
- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- The purpose of the Wealth Management Specialist role is to provide investment support and implementation of the wealth management value proposition and solutions to the Momentum Financial Planning (MFP) distribution channel and Financial Advisers. The role also aligns the practices with internal house-views and enhancing the financial wellness and client centric philosophy.**Requirements**:

- Degree in investments or completion a qualification related to financial planning (min 120 credits NQF6) (essential)
- Certified Financial Planner (preferred)
- 5-8 Years financial services experiences, particularly in asset wealth management
- 5-8 years of experience in investment marketing arena
- Hold both RE1 and RE5 (essential)
- Strong knowledge of the investment, wealth management industry in South African and international markets
- Legal knowledge of product wrappers, FAIS, exchange control and financial instruments

**Duties & Responsibilities**
- Implementation and promotion of the strategic Wealth strategies (Internal perspective):
- Implement the Wealth Management value proposition in all MFP practices in the different segmentation of investment advisers.
- Drive adoption on the investment philosophy to empower financial advisers to articulate value to clients.
- Drive adoption on the internal House view fund list.
- Managed strategic partnerships with Momentum Investments, Equilibrium, Momentum Trust, and Momentum Securities to support franchises with the full offering of the wealth value proposition.
- Facilitate the investment advice process with financial advisers to drive adoption to the financial planning tool, advice process and investment proposals to clients.
- Provide guidance on retirement planning, estate planning, tax optimization and other aspects of comprehensive financial planning.
- Continuously monitor Wealth Management portfolios and financial plans, adjusting for evolving investment outcomes and regulatory changes.
- Educate financial advisers on investment strategies, market trends, and financial planning concepts, and maintain regular communication to keep them informed and engaged.
- Execute on Wealth strategies and frameworks across the distribution channel.
- Execute on Wealth strategic initiatives to drive business growth.
- Assist with identifying emerging trends and opportunities in financial technology.
- Ensure support with the client base, risk profiles, and objectives specific to the channel.
- Implement financial planning and advice strategies, philosophies, and processes aligned with respective channel’s goals and objectives.
- Implement standardized processes and best practices for delivering financial advice, ensuring alignment with the business advice strategy, regulatory requirements, industry standards, and organizational goals.
- Support risk management strategies and frameworks for the channel.
- Drive strategies to increase assets under management/advice for the channel.
- Support and execute on the connection between Investment Philosophy, Risk profile, Elite Wealth Process, and advice deployment plan.
- Promote investment behaviour to our advisers based on the Momentum Advice wealth philosophy.

Advice Wealth processes in a channel-specific and client centric manner to contribute to adviser & client growth, engagement, and sound wealth management advice (Adviser & Client perspective):

- Operate as practice partner to the Wealth Manager to deliver the full Wealth Management value chain through the propositions available.
- Build close relationships with financial advisers and practices; whereby, facilitating investment workshops.
- Manage and connect all the different components of the wealth management investment framework.
- Function as a connection between MFP and Financial Planning practices.
- Assist in contributing to the MFP’s growth target.
- Focus on satisfying the wealth creation, preservation and income needs of clients, as well as the wealth management support service needs of the MFP channel, where applicable.
- Support the client-centric culture throughout the business, emphasizing the importance of delivering personalized, high-quality wealth advice.
- Provide credible and appropriate market wealth insights in collaboration with Momentum Investments with the purpose to enable client growth and retention.
- Work in conjunction with marketing team to support marketing strategies of Adviser practices to build towards wealth growth, engagement, and sound wealth advice.
- Initiate ongoing engagement and marke

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