Wealth Management Professional

1 day ago


Centurion, Gauteng, South Africa HR Genie Full time
{"title": "Wealth Manager", "description": "Key Responsibilities

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.
Servicing of Existing Clients
  • 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.
Generating New Business
  • 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.
Leadership & Support to Wealth Planner
  • Assist the Wealth Planner in mentoring and supervising the Wealth Assistant.
  • Provide input for the Performance Appraisal Evaluation of the Wealth Assistant.
  • Ensure high standards of client service and portfolio management.
General Administration
  • Record all client interactions and maintain accurate records.
  • Ensure compliance with relevant legislation and regulations.

Requirements

  • BCom degree or equivalent.
  • Post-Graduation Diploma in Financial Planning.
  • CFP accreditation is advantageous.
  • RE Examinations completed.
  • 5 years of experience in a Wealth Management role.
  • 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.
", "lang_code": "en-US"}

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