Wealth Management Specialist

3 weeks ago

Centurion, Gauteng, South Africa The Recruitment Council Full time

pbJobTitle:/bWealthManagementSpecialist/ppbAbouttheRole:/b/ppTheWealthManagementSpecialistisakeypositionatTheRecruitmentCouncil,responsibleforevaluatingclients'financialsituations,craftingcustomizedinvestmentplans,andofferingongoingadvicetoenhancetheirwealth.Thisroleinvolvesregularportfolioreviewsandstrategyadjustmentstomeetclients'evolvingneeds./ppbKeyResponsibilities:/b/pulliConductcomprehensiveassessmentsofclients'financialstatus,includingassets,liabilities,income,expenses,andinvestmentgoals./liliDevelopbespokewealthmanagementstrategiesalignedwithclients'objectives,risktolerance,andtimeframes./liliDesignandmanageinvestmentportfoliosusingdiverseassetclassesandinvestmentvehicles./liliOfferguidanceonretirement,estateplanning,taxoptimization,insurance,andcomprehensivefinancialplanning./liliContinuouslymonitorandadjustclients'portfoliosandplansinresponsetochangingcircumstances,marketconditions,andregulatoryupdates./liliEducatefinancialadvisersoninvestmentstrategies,markettrends,andfinancialplanningconcepts,ensuringregularcommunicationandengagement./liliExecutewealthstrategiesandinitiativestodrivebusinessgrowthwithinthedistributionchannel./liliIdentifyandcapitalizeonemergingtrendsandopportunitiesinfinancialtechnology./liliEnsurealignmentwithclientbase,riskprofiles,andchannel-specificobjectives./liliImplementfinancialplanningandadvisorystrategiesinlinewithchannelgoals./liliConductdetailedfinancialanalysestouncoveropportunitiesforcostoptimization,revenueenhancement,andriskmitigation./liliStandardizeprocessesandbestpracticesfordeliveringfinancialadvice,ensuringcompliancewithregulatoryrequirementsandindustrystandards./liliImplementriskmanagementstrategiesandframeworksspecifictothechannel./liliConductmarketresearchtostayaheadoftrends,economicdevelopments,andlegislativechanges./liliCollaboratewithbusinessdevelopmentteamstoidentifygrowthopportunitiesandattractnewclients./liliPromotetheintegrationofInvestmentPhilosophy,RiskProfiles,EliteWealthProcess,andadvisoryplans./liliAdvocateforsoundinvestmentbehavioramongadvisersbasedonwealthphilosophy./liliOptimizestructureandfees./li/ulpbClient-CentricWealthProcesses:/b/pulliDevelopcloserelationshipswithbusinesspartnersandpractices,facilitatinginvestmentworkshops./liliAddressclients'needsforwealthcreation,preservation,andincome,alongwithwealthmanagementsupportservices./liliFosteraclient-centricculture,emphasizingpersonalized,high-qualitywealthadvice./liliEstablishstrategicpartnershipswithstakeholderstounderstandbusinessprioritiesandrequirements./liliProvidecrediblemarketinsightstoenableclientgrowthandretention./liliMaintainrelationshipstomeetservicelevelagreements,ensuringprofessionalism,accountability,andcompetitivetargets./liliCollaboratewithbrandandmarketingmanagerstodeployeffectivestrategiesforwealthgrowthandengagement./liliWorkwiththewealthmanagementteamtoimplementoperationalplans./liliDevelopongoingengagementandmarketingactivitiestosupportinvestment,savings,andwealthmanagementpropositions./li/ulpbLeadershipandTeamManagement:/b/pulliBuildproductiverelationshipswithkeystakeholders./liliAttract,select,andrecruitqualifiedtalentinlinewithEmploymentEquityprinciples./liliCreateapositiveworkclimateandculturetoenergizeemployeesandadvisers./liliDemonstrateexemplaryleadershipthroughpersonalinvolvementandinclusiveleadership./liliDriveacultureofbestpractices,continuouslearning,andimprovement./liliEnsureaccurateworkforceplanningandexecution./liliIdentifygrowthanddevelopmentneedsforemployeesandadvisers,collaboratingontrainingandpersonalgrowthinitiatives./liliDriveperformanceexcellencebysettingteamgoalsandmaintainingregulardialogues./liliEncourageinnovation,integrity,andcollaborationwithintheteam./li/ulpbFinancialManagement:/b/pulliManagethebudgetandimplementsoundfinancialcontrols./liliAuthorizeexpendituresandenforcefinancialregulations./liliEnhancecost-effectivenessandoperationalefficiency./liliImplementriskmanagement,governance,andcompliancepolicies./liliParticipateinfinancialpolicyandprocedureeffectivenesstopreventillegalorunethicalconduct./li/ulpbKeyCompetencies:/b/pulliBusinessAcumen:Comprehensiveunderstandingofglobalfinancialmarkets,regulatorylandscapes,andkeybusinessdrivers./liliClientCommitment:Anticipatesandexceedsclientneeds,fosteringlong-lastingrelationshipsandsupportingfinancialwellness./liliResults-Driven:Exhibitsurgency,focus,accountability,andagilitytoachievebusinessresults./liliLeadership:Activelyleadschange,promotescontinuousimprovementandinnovation./liliTeamMotivation:Fostersapositiveworkenvironment,buildingtrustandcommitment./liliStrategicThinking:Developscompetitivestrategiesforshort-termprofitabilityandlong-termgrowth./liliCollaboration:Alignseffortsacrossdivisionstoprioritizebusinessinterests./liliInfluence:Persuadesandinspiresotherstogainsupportandcommitment./liliSelf-Awareness:Effectivelymanagesselfandrelationships,providingperspectiveinchallengingsituations./liliInclusiveness:Embracesdiversityandengageswithpeoplefromdiversebackgrounds./liliTalentDevelopment:Takesresponsibilityforpersonaldevelopmentandmentorsothers./li/ulpbQualifications:/b/pulliDegreeinBusinessManagement,Investments,BusinessSciences,Finance,Economics,orrelatedfields(Masterspreferred)./liliPostgraduatediplomainfinancialplanning./liliCertifiedFinancialPlanner(CFP)orCharteredFinancialAnalyst(CFA)designation./liliIndustryqualifications(RE5&RE1)./li/ulpbExperience:/b/pulli5-8yearsinfinancialservices,particularlyassetwealthmanagement./lili5-8yearsininvestmentmarketing./lili5-8yearsinfinancialadvisersnetworksoragencies./liliStrongknowledgeofinvestmentadvicephilosophy,SouthAfricanandinternationalwealthmanagementindustries./liliFamiliaritywithfinancialmarkets,investmentstrategies,FAISregulations,exchangecontrol,andfinancialinstruments./liliIn-depthunderstandingofglobalfinancialmarkets,governanceframeworks,andwealthmanagementstrategies./li/ul

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