Wealth Management Professional
2 months ago
At HR Options, we are seeking a highly skilled and experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing exceptional financial services to our clients, including portfolio management, investment advice, and risk management.
Key Responsibilities:- Client Portfolio Reviews: Conduct thorough reviews of client portfolios, researching performance and preparing reports in accordance with company policy and standards.
- Servicing of Existing Clients: Provide ongoing financial advice to clients, processing instructions, and resolving concerns and queries regarding their portfolios.
- Generating New Business: Identify new business opportunities, market our services and products, and implement instructions from clients.
- Leadership & Support: Assist Wealth Planners in mentoring and supervising Wealth Assistants, ensuring compliance with legal requirements and high standards of client service.
- General Administration: Record client interactions, maintain client records, and ensure compliance with FICA and FAIS legislation.
Requirements:
- Formal Education: BCom, Post Graduation Diploma in Financial Planning, and CFP accreditation (advantageous).
- Experience: 5 years in a Wealth Management role, with excellent verbal and written communication skills in English and Afrikaans.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
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