Wealth Manager

Job Title: Wealth Manager (Hybrid)

Role Overview:

The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client''s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed of diverse talents committed to helping high-net-worth clients achieve their financial objectives.

Key Responsibilities:

- Sales Target Achievement:

- Responsible for meeting predetermined sales targets by identifying opportunities within the existing client base and advising on approved investment and risk solutions.

- Client Education and Retention:

- Educates clients on products and services to enhance client retention, increase sales revenue, and expand the organization''s client base.

- Financial Analysis and Planning:

- Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies.

- Proposal Development:

- Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals.

- Client Reporting:

- Provides regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organizations investment philosophy.

- Networking and Competitive Edge:

- Contributes to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums.

- Relationship Building:

- Develops networks and builds alliances to strengthen internal support and enhance client offerings.

Qualifications and Experience:

- Education:

- Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field.

- Experience:

- Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial level is essential.

- Possession of CAT 1 licenses, with CAT 2 licenses as an advantage.

Employee Benefits:

- Access to an attractive employee value proposition and reward model.
- Opportunities for networking and collaboration with stakeholders.
- Flexible working environment focused on health and well-being.
- Professional development support through coaching and mentoring.

Additional Requirements:

- Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA).
- Applicants must not be unrehabilitated insolvents.