Private Wealth Manager
1 week ago
A well-established wealth management firm in Umhlanga is seeking an experienced Private Wealth Manager to join their team.
Job Description- Deliver exceptional client service by attending to all existing client queries and requests in a timely and professional manner.
- Handle, maintain, and track all leads received by the Wealth Management team to ensure they are contacted and followed up within the company's set timelines.
- Maintain, reconcile, and submit the daily recon template and figures for the Wealth Management team.
- Liaise with allocated clients as per company guidelines.
- Utilize the company's CRM package effectively.
- Verify deal packs, cover schedules, and will applications submitted by Wealth Specialists are complete and accurate before submitting them to the Regional Admin Manager for final review.
- Attend to any outstanding requirements to complete a deal.
- Demonstrate a thorough understanding of company products.
- Ensure compliance with FSCA and FAIS Act regulations.
- Conduct client reviews in a FAIS compliant manner, taking into account full needs analysis and changes in client circumstances.
- Achieve targets set by the company.
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