Wealth Manager Gp

**Main duties and responsibilities**:
1. Build a Wealth practice of High Net Worth clients with a focus on Asset Accumulation, Risk solutions, Business solutions, Wealth Protection and Wealth Growth

2. Build and manage client relationships that result in a successful partnership

3. Accountable for the portfolio of High Net Worth Clients

4. Advice led Wealth Management delivering FAIS/FICA and compliant reports, service and solutions always

5. Deliver and provide recommendations leading to the creation and implementation of an optimal comprehensive/holistic life long wealth management plan

6. Establish and implement wealth accumulation, wealth protection and wealth management strategies that may include sophisticated and complex approaches to achieve client financial life goals.

7. Collaborate and partner with clients to preserve wealth and optimize assets to income that will meet life long, life style expectations

8. Develop and implement wealth transfer /legacy planning that reflects the client’s needs and the needs of the family or business partnership

9. Collaborate, co-ordinate and monitor a trusted team of experts to provide a fully integrated and well-rounded Wealth management service. These will include both internal and external strategic partners, vendors, providers and professional relationships

10. Use advanced business marketing techniques to build a wealth management practice - target market, unique value proposition and referral-based client acquisition

11. Integrating and co-ordinating PPS services & solutions to maximise the value of the member relationship

12. Ensure all PPS business standards are always maintained including compliance, documentation, confidentiality, service requirements and targets

13. Maintain personal development and knowledge skills

14. Strictly adhere to the house views, best practice and business protocols

15. Establish service levels that are appropriate to the client; transitioning inappropriate clients to Para-planner

16. Deliver the agreed business targets whilst remaining compliant and meeting clients’ needs

17. Customer centric and display a positive and professional image of PPS by building and maintaining relationships

18. Pod management ensuring targets, quality standards, customer experience and outcomes are achieved.

19. Monitor and evaluate work progress of Pod members

**Ideal experience**:

- Minimum 10 Years as a Financial Planner/Advisor preferably within the Affluent segment
- Wealth Management experience an advantage
- Demonstrable Client acquisition, retention and sales required
- Proven ability to deal with new and existing clients on an ongoing basis

**Ideal qualifications**:

- Bachelor’s degree with relevance to Finance, Financial Planning, Investment Management preferable
- Post Graduate/Honours in qualification relevant to the role
- RE 5 FAIS accredited and compliant
- CFP is a must

**Knowledge and Skills**:

- Minimum 10 Years as a Financial Planner/Advisor preferably within the Affluent segment
- Wealth Management experience an advantage
- Demonstrable Client acquisition, retention and sales required
- Proven ability to deal with new and existing clients on an ongoing basis

**Computer Literacy**:

- Proficient in MS Office (Word, Excel, and Outlook) and the Internet
- Ability to use recommended planning tools and processes

**Competencies**:

- Strong relationship management, sales and business development skills
- Excellent interpersonal, verbal and written communication skills
- Well-developed analytical and problem-solving ability
- Business acumen
- Excellent understanding of the Financial Services Industry
- Technical excellence of Financial solutions, products, legislative environment and tax environment
- Holistic Financial Planning:

- Advanced client discovery techniques - helping client set, articulate goals;
- Discussing risk, investment objectives and constraints;
- Return and risk expectations - contingency planning & fall-back plans
- Wealth accumulation reviews - performance and evaluation
- Risk assessments and solution planning for Death, disability, income protection & dread disease
- Fiduciary planning and implementation
- Risk management & protection techniques
- Small business protection
- Establish and recommend the creation and implementation of optimal comprehensive life-long wealth management plan
- Service and review process & methodology - Client service orientation
- Referral selling - extending client relationship through family and business partners
- Leadership ability to manage members of the Pod structure
- Ethical behaviour
- Attentive to detail and accuracy
- Empathetic towards clients with sound listening skills
- Target driven
- Resilience

**Key success measurement**:

- Strong interpersonal skills with enthusiasm for dealing with clients to deliver the best experience and outcomes to them
- Farmer and hunter attributes
- Investment expertise and knowledge