Wealth Manager

5 months ago

Pretoria, South Africa Momentum Consult 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.**Role Purpose**
- Involve assessing clients' financial situations, developing personalized investment strategies, and providing ongoing guidance to optimise their wealth. Regularly review portfolios and adapt strategies to address evolving needs.**Requirements**:

- Degree in Business Management/Investments/Business Sciences/Finance/Economics or related (Master’s Degree preferrable)
- Post graduate diploma in financial planning
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
- Industry qualification (RE5 & RE1)
- 5-8 Years financial services experiences, particularly in asset wealth management
- 5-8 years of experience in investment marketing arena
- 5- 8 years' experience in registered financial advisers’ networks and or agencies
- Strong knowledge of investment advice philosophy implementation, the wealth management industry in South African and international markets
- Legal knowledge, FAIS, exchange control and financial instruments
- In-depth knowledge of:

- Global financial markets and emerging industry trends
- Governance Frameworks
- Wealth Management Strategies
- Investment Advice and Advice processes
- Financial Analysis

**Duties & Responsibilities**
- Implementation and promotion of the strategic Wealth strategies (Internal perspective)- Conduct thorough assessments of clients' financial situations, including assets, liabilities, income, expenses, and investment objectives.
- Develop personalized wealth management plans tailored to each client's goals, risk tolerance, and time horizon.
- Design and implement investment portfolios aligned with clients' objectives, utilizing a mix of asset classes and investment vehicles.
- Provide guidance on retirement planning, estate planning, tax optimization, insurance coverage, and other aspects of comprehensive financial planning.
- Continuously monitor clients' portfolios and financial plans, adjusting as needed based on changing circumstances, market conditions, 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.
- Conduct in-depth financial analysis to identify opportunities for cost optimization, revenue enhancement, and risk mitigation.
- Implement standardized processes and best practices for delivering financial advice, ensuring alignment with the business advice strategy, regulatory requirements, industry standards, and organizational goals.
- Ensure compliance with regulatory requirements and internal standards.
- Implement risk management strategies and frameworks for the channel.
- Provide guidance and oversight on risk management practices, ensuring appropriate controls are in place to mitigate risks.
- Conduct research to stay at the forefront of market trends, economic developments, and legislative changes affecting the channel.
- Identify unique opportunities and challenges within the channel.
- Collaborate with channel-specific business development teams to identify growth opportunities and attract new clients.
- Drive strategies to increase assets under management/-advice for the channel.
- Promote 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.
- Promote Structure and Fee optimisation.

Advice Wealth processes in a channel-specific and client centric manner to contribute to client growth, engagement, and sound wealth management advice (Client perspective)
- Collaborate closely with all stakeholders responsible for the channel, ensuring strategies align with the channel's unique characteristics, strategic objectives, and goals.
- Build close relationships with business and practices; whereby, facilitating investment workshops.
- Focus on satisfying the wealth creation, preservation and income needs of clients, as well as the wealth management support service needs of the under-licence Channel.
- Champion a client-centric culture throughout the organization, emphasizing the importance of delivering personalized, high-quality wealth

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