Wealth Management Professional
2 months ago
As a Wealth Manager at HR Genie, you will be responsible for providing exceptional client service and portfolio management. Your key responsibilities will include:
Client Portfolio Reviews- Conduct thorough research on client portfolios to identify areas for improvement and provide recommendations for optimization.
- Prepare and present review reports to clients, highlighting key findings and proposed solutions.
- Provide ongoing financial advice to clients, taking into account their individual needs and goals.
- Process client instructions and implement changes to their portfolios as required.
- Respond to client inquiries and resolve any concerns or issues in a timely and professional manner.
- Identify new business opportunities and develop strategies to attract new clients.
- Compile and present proposals to clients, highlighting the benefits of our services and products.
- Assist the Wealth Planner in mentoring and supervising the Wealth Assistant to ensure high standards of client service and portfolio management.
- Provide input for the Performance Appraisal Evaluation of the Wealth Assistant and assist in the quality control of their work outputs.
- Record all client interactions and maintain accurate and up-to-date client records and database.
- Ensure compliance with relevant legislation and regulations, including FICA and FAIS.
Requirements
- BCom degree or equivalent qualification.
- Post-Graduation Diploma in Financial Planning or equivalent qualification.
- CFP accreditation or equivalent qualification.
- 5 years of experience in a Wealth Management role.
- Excellent verbal and written communication skills in English and Afrikaans.
What We Offer
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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