Salaried Wealth Manager Cape Town

5 months ago

Johannesburg, South Africa The Recruitment Council Full time

Key Responsibilities:
Client Management:

- Conduct comprehensive financial assessments to understand clients; current financial situations, goals, and aspirations.
- Oversee and regularly review the portfolio of clients, adhering to established business protocols.
- Deliver continuous service excellence to existing clients in line with service standards.
- Guide prospective clients in making informed financial decisions and executing recommended plans.
- Adhere to ethical standards and regulatory compliance in all advice and operations.
- Report regularly on activities to the Business Manager.

Financial Planning:

- Develop and implement holistic financial plans tailored to clients; unique needs and objectives.
- Provide guidance on investment strategies, retirement planning, risk management, and estate planning.
- Engage clients on the best fit-for-purpose product and/or solution in adhering to the cycle of financial needs.

CFP Designation and Professional Development:

- Continually update knowledge on financial services, industry trends, regulations, best practices, and economic developments.

Business Development and Networking:

- Proactively identify opportunities for business growth within the existing client base.
- Grow the business through networking to foster professional connections and promote the firm, ongoing client interaction and relationship management, referrals, and servicing supplied leads.
- Contribute to marketing efforts to attract new clients and expand the practice's reach in the local community.

Collaboration and Teamwork:

- Work collaboratively with other team members to ensure a seamless client experience.
- Collaborate with the support team to develop comprehensive, compliant financial plans, cash flow projections, and suitability reports.
- Engage in regular communication and knowledge-sharing activities with colleagues.
- Contribute to business process improvements and client relationship enhancement.

Competency:

- Client-focused, self-motivated, passionate, and enthusiastic
- Confident, accountable, hands-on, and technically competent
- Skilled communicator with good people management skills (staff and clients)

Qualifications and Experience:

- Certified Financial Planner® (CFP)
- Minimum 3 years financial industry experience (preferably as a financial planner, but also
- paraplanner and relevant product provider role)
- RE5, Class of Business (COB), and relevant CPD credits
- Bachelor's degree in finance, business, engineering, or a related field will be a benefit
- Able to work well under pressure in a dynamic environment
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills

  • Salaried Wealth Manager

    4 months ago

    Johannesburg, South Africa Fouche & Co Recruitment Full time

    Our client is a leading financial services provider who provide various services and offerings ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services.The role requires experienced advisors to provide professional advice to its already well-established book of clients and members. You will be working...

  • Salaried Wealth Manager

    4 months ago

    Johannesburg, South Africa Fouche & Co Recruitment Full time

    Our client is a leading financial services provider who provide various services and offerings ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services.The role requires experienced advisors to provide professional advice to its already well-established book of clients and members. You will be working...

  • Wealth Manager Western Cape

    5 months ago

    Johannesburg, South Africa The Recruitment Council Full time

    Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. Qualifications and Experience: - Honours or Post Graduate Diploma in Financial Planning, CFP or BCom...

  • Senior Wealth Manager

    6 days ago

    Johannesburg, South Africa C40 Cities Full time

    A leading financial services firm situated in Johannesburg is seeking a Senior Wealth Manager to join their team. This role is perfect for a highly driven, entrepreneurial, and goal-oriented individual with a deep understanding of wealth management practices and procedures. The successful candidate will be responsible for transitioning a portfolio valued at...

  • Head of Wealth and Financial Planning Cape Town

    7 months ago

    Johannesburg, South Africa The Recruitment Council Full time

    Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists....

  • Wealth Manager

    5 months ago

    Johannesburg, South Africa Watershed Consulting Full time

    **Job Description**: This is an opportunity for a passionate and well-established Wealth Manager to flourish in a dynamic and fast paced environment, which empowers you to grow and improve. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert legacy and wealth management advice to our diverse range of...

  • Wealth Manager

    4 weeks ago

    Johannesburg, South Africa Jobted ZA C2 Full time

    A fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target...

  • Senior Wealth Manager

    3 weeks ago

    Johannesburg, South Africa Jobted ZA C2 Full time

    Our client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...

  • Wealth Manager

    5 months ago

    Johannesburg, South Africa Curiska (Pty) Ltd Full time

    Hiring: Wealth manager in Rosebank **Responsibilities**: - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's - Estate planning - Retirement planning - Education planning - Make detailed recommendations taking cognisance of each client's risk profile and financial needs -...

  • Senior Wealth Manager

    4 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job SummaryNetwork Recruitment is seeking a highly skilled Senior Wealth Manager to lead our client's dynamic team in providing personalized financial strategies for high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to industry-leading tools and...

  • Wealth manager

    4 weeks ago

    Johannesburg, South Africa Network Recruitment Full time

    A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....

  • Wealth Manager

    4 weeks ago

    Johannesburg, South Africa Network Recruitment Full time

    A fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....

  • Wealth Manager

    4 weeks ago

    Johannesburg, South Africa Network Recruitment Full time

    A fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....

  • Wealth Manager

    3 weeks ago

    Johannesburg, South Africa Network Recruitment Full time

    A fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....

  • Senior Wealth Manager

    4 weeks ago

    Johannesburg, South Africa Network Recruitment Full time

    Our client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...

  • Senior Wealth Manager

    4 weeks ago

    Johannesburg, South Africa Network Recruitment Full time

    Our client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...

  • Senior Wealth Manager

    3 weeks ago

    Johannesburg, South Africa Network Recruitment Full time

    Our client, who is in the financial services industry, is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...

  • Wealth Management Professional

    4 weeks ago

    Johannesburg, Gauteng, South Africa Fouche & Co Recruitment Full time

    Job Title: Salaried Wealth ManagerOur client, a leading financial services provider, is seeking an experienced Salaried Wealth Manager to join their team. As a key member of the organization, you will be responsible for providing professional advice to clients and members, working with a well-established book of clients, and identifying opportunities for...

  • Wealth Manager

    3 months ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Hello future Wealth Manager - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. As a Wealth Manager, you...

  • Wealth Manager

    5 months ago

    Johannesburg, South Africa Crayon Full time

    **How you'll role** In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company’s goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this...