Wealth Management Specialist

5 months ago

Pretoria, 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.**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 marketing activities in support of investment, savings, and wealth management proposition.
- Assist with content creat

  • Wealth Management Specialist

    5 months ago

    Pretoria, South Africa Momentum Consult Full time

    **Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...

  • Wealth Manager

    3 months ago

    Pretoria, South Africa Independent Resourcing Consultancy Full time

    **Wealth Manager**: - Job Reference: L78X5333 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Pretoria - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis **Are you ready to broaden your scope of opportunity and skillset as a Wealth...

  • Wealth Management Specialist

    1 month ago

    Pretoria, Gauteng, South Africa Independent Resourcing Consultancy Ltd Full time

    Unlock Your Potential as a Wealth Management and Financial Planning ProfessionalWe are seeking experienced Wealth Managers and Financial Planning professionals to join our team at Independent Resourcing Consultancy Ltd. As a Wealth Management Specialist, you will play a key role in supporting High Net Worth (HNW) clients with offshore and onshore advice,...

  • 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...

  • Wealth Management Specialist

    2 weeks ago

    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Job DetailsAbout the RoleAs a Wealth Management Specialist, you will be responsible for proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing a portfolio of existing clients...

  • Senior Manager, Wealth

    1 month ago

    Pretoria, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, and Estate planning. This role is enabled by optimal service, integrating and coordinating all...

  • Wealth Manager

    5 months ago

    Pretoria, South Africa CA Financial Appointments Full time

    Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members. **Responsibilities**: - Introduce new clients to our business, focussing on higher equity clients -...

  • Wealth Manager

    5 months ago

    Pretoria, South Africa Express Pros Fourways Full time

    The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ability to commute/relocate: - Pretoria,...

  • Wealth Manager

    6 months ago

    Pretoria, South Africa CA Financial Appointments Full time

    Join one of the leading independent Wealth Managers in an advisory role. **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...

  • Wealth Management Specialist

    1 month ago

    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, as well as building and maintaining relationships with clients and...

  • Private Wealth Manager

    5 months ago

    Pretoria, South Africa RPO Recruitment Full time

    **Responsibilities**: - Manage and grow a portfolio of high-net-worth clients - Understand clients' financial goals and develop personalized wealth management strategies - Provide investment advice and recommendations - Conduct thorough financial analysis and market research - Monitor and review client portfolios to ensure alignment with investment...

  • Wealth Manager

    6 months ago

    Pretoria, South Africa She Recruits Full time

    **Qualifications required**: Minimum BCom degree in a finance related field RE5 and Class of Business for investments completed Supervision complete (non negotiable) **Skills and experience required**: Confident and extremely well presented as this is a client facing role At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or...

  • Wealth Assistant

    5 months ago

    Pretoria, South Africa RPO Recruitment Full time

    RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

  • Wealth Manager

    4 weeks ago

    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, focusing on investments and estate planning.Key ResponsibilitiesFormulate proposals for cash management, risk needs, investment planning, and...

  • Wealth Management Consultant Opportunity

    1 day ago

    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Overview">We at Liberty Standard Bank Group are seeking an experienced and results-driven Wealth Management Consultant to join our expanding wealth management salesforce. Our team is dedicated to providing exceptional service to clients, helping them achieve their financial goals.">Salary">The successful candidate will be rewarded with a highly lucrative...

  • Wealth Solutions Expert

    4 weeks ago

    Pretoria, Gauteng, South Africa EQ-FIN Full time

    Job Summary: As an accredited Wealth Solutions Expert, you will provide pro-active, on-demand financial service and advice to clients within a specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure financial future for them and their families.Duties & Responsibilities:Maintain superior service delivery to...

  • Wealth Manager

    1 month ago

    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate planning, or...

  • Wealth Manager

    4 weeks ago

    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high net worth clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate planning,...

  • Wealth Adviser Assistant

    5 months ago

    Pretoria, South Africa PSG Konsult Full time

    **Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...

  • Wealth Manager

    5 months ago

    Pretoria, South Africa RPO Recruitment Full time

    **Responsibilities**: - Managing the portfolios of high-net-worth clients - Providing investment advice to clients - Conducting market research to analyze financial trends and market conditions - Assisting clients with financial planning and estate planning - Maintaining relationships with clients to ensure their satisfaction and trust - Monitoring and...