Wealth Manager

3 weeks ago

Cape Town, South Africa Nedbank Full time

**Job Classification**
- Job Family- Investment Banking
- Career Stream- Advisory
- Leadership Pipeline- Manage Self: Professional
- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.

**Responsibilities**:

- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
- Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
- Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
- Deliver on due dates through the timeous documenting and scheduling of reviews.
- Focus on eliminating waste and optimising vendor expenditure by managing the billing analysis and audit process.
- Obtain cost efficiencies by promoting competition as a mechanismDefine the savings that could be extracted; by advising and guiding internal stakeholders on the management thereof.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managersEnsure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
- Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
- Ensure all successes are communicated to Group Technology through the various publications ( e.g. Full View; Engage) Actively working towards building a network across all areas in GT and understanding the end to end service.
- Oversee service level agreements by managing and tracing the SLA reviews and by updating appropriate registers and plans accordinglyIdentify recurrent incidents and incidents that are not yet matched to existing incident data through the Analysis of incident data.
- Identify problems or known errors and record incidents resulting from incident data for which a structural solution has to be found.
- Determine the root cause; by reviewing the problem resolution with specialist staff and reference the relevant supporting documentation.
- Monitor and follow up on issues raised that might cause possible compliance and risk issues by documenting and reporting issues to the relevant stakeholders as well as tracking and monitoring solutions.
- Ensure that the databases are updated and deadlines are met.
- Document all successes for future reference and lessons learned.
- Manage quarterly reviews and recognition though communication thereof Manage the implementation of the Knowledge Management Plan and systems; policies and processes.
- Promote Knowledge Management principles; processes and procedures to encourage collaboration and information sharing.
- Produce and distribute Management reports by collating the required information.
- Ensure contract process is followed by working in close relation with the Vendor Management and contracting office.
- Ensure the availability of reliable and secure knowledge; information and data throughout the Service Lifecycle.
- Use; establish and maintain effective working relationships with other employees; including external stakeholders; through the use of customer service skills.
- Meet client needs by sending necessary communications to the targeted audienceBuild and maintain relationships by ensuring thatall data on the Information TechnologyService Management Catalogue is updated and communicatedCreate internal synergy by providing information on progress.

**Job Responsibilities Continue**

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- National Certificates and Occupational Awards
- Preferred Qualification- Commercial degree/diploma e.g. B.Comm/B.Sc Actuarial Science/Business Science, Certified Financial Analyst, Regulatory FAIS Exams- Essential Certifications- FPI (Financial Planning Institute) membership
- Preferred Certifications- Minimum Experience Level- 3-5 years related experience**Technical / Professional Knowledge**
- Business terms and definitions
- Business writing
- Communication Strategies
- Data analysis
- Governance, Risk and Controls
- Industry trends
- Microsoft Office
- Principles of financial management
- Relevant regulatory knowledge
- Decision-making process
- Behavioural Competencies- Cont

  • Wealth Manager

    4 weeks ago

    Cape Town, South Africa Nedbank Full time

    **Job Classification** - Job Requisition - 127018- Closing Date - 23 June 2023 - Location - Cape Town - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking - Career Stream- Advisory - Leadership Pipeline- Manage Self: Professional -...

  • Wealth Manager

    4 weeks ago

    Cape Town, South Africa PPS Recruitment Full time

    The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create...

  • Wealth Management Administrator

    4 weeks ago

    Cape Town, South Africa Featherway Recruiting Full time

    We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

  • Wealth Manager

    4 weeks ago

    Cape Town, South Africa The Recruitment Council Full time

    Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

  • Wealth Manager | Western Cape

    3 weeks ago

    Cape Town, 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 Law...

  • Wealth Manager | Claremont

    4 weeks ago

    Cape Town, South Africa The Recruitment Council Full time

    Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...

  • Wealth Administrator

    4 weeks ago

    Cape Town, South Africa Sable International Full time

    Sable International vacancy: Wealth Administrator **Location: Cape Town** Are you energetic, ambitious and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We...

  • Paraplanner - Wealth Management

    4 weeks ago

    Cape Town, South Africa Ikusasa Recruitment Group Full time

    _PARAPLANNER CAPE TOWN_ - Join a wealth management company to provide administration support to senior financial advisor _ - You will be allocated a portfolio of clients to assist in_ - Processing transactions. - Dealing with clients directly, - Looking after accounts and support high level retirement and investment and financial planning - Minium...

  • Wealth Advisor

    5 days ago

    Stellenbosch, Western Cape, South Africa SET Recruitment Consultants Full time

    **Wealth Advisor - Stellenbosch** Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch. *** **Main...

  • Client Portfolio Administrator

    4 weeks ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client...

  • Wealth Manager | Claremont

    3 weeks ago

    claremont, Western Cape, South Africa The Recruitment Council Full time

    Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...

  • Wealth Administrative Assistant

    3 weeks ago

    Cape Town, South Africa Origin Financial Group Full time

    The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

  • Wealth Manager Administrator

    4 weeks ago

    Cape Town, South Africa Featherway Recruiting Full time

    **Wealth Manager Administrators** **Location**: Cape Town Northern Suburbs Start Date: ASAP **Senior administrative team lead** - Team management experience preferable Remuneration: R18 000 - R 28 000 **General investment administrator** - Strong insurance and investment administration skills required. Remuneration R 15 000 - R30...

  • Wealth Administrative Assistant

    3 weeks ago

    Cape Town, South Africa Origin Financial Group Full time

    Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

  • Sales Associates

    4 weeks ago

    Cape Town, South Africa Wealth Masters Club Full time

    Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...

  • Senior Financial Advisor

    4 weeks ago

    Cape Town, South Africa Berghshire Wealth Bluestar Full time

    Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

  • Wealth Manager

    2 days ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo oversee clients' wealth needs through an ongoing advisory process to achieve Nedbank's strategic goals of client centricity and revenue generation, in line with the business strategy.Job...

  • Wealth Management Assistant

    3 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...

  • Wealth Management Assistant

    3 weeks ago

    Cape Town, South Africa Conova Recruitment Full time

    Key Responsibilities: Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms Internal and external liaison on administration /...

  • Wealth Management Assistant

    4 weeks ago

    Cape Town, South Africa Conova Recruitment Full time

    Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...