Wealth Portfolio Manager

3 weeks ago


Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full time
Role Overview

We are seeking an exceptional Wealth Manager to enhance our clients' financial well-being through tailored investment solutions and expert guidance. This is an excellent opportunity for a seasoned professional to advance their career with a forward-thinking financial institution that prioritizes excellence and innovation.

Key Responsibilities
  • Identify opportunities to advise clients on approved investment and risk solutions, driving sales growth and retention.
  • Develop and implement financial plans, proposals, and recommendations aligned with clients' goals and objectives.
  • Analyse client financial information to create customised solutions, ensuring high-quality advice and product suitability.
  • Provide regular client reports and updates, maintaining strong relationships and trust.
  • Contribute to the development of the company's investment philosophy and product-approved matrix.
  • Engage in external networking, benchmarking, and representation to maintain a competitive edge.
Requirements
  • A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, or Economics, or a related degree.
  • Proven experience in providing custom-built solutions to clients' wealth portfolios at a managerial level.
  • CAT 1 licenses, with CAT 2 licenses considered an advantage.
What We Offer
  • An attractive employee value proposition and reward model.
  • Opportunities for professional development, coaching, and mentoring.
  • A flexible working environment that supports work-life balance.
  • A deep focus on health and wellbeing.


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