Private Wealth Manager

1 week ago


Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full time
About the Role

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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