Role and Responsibilities:Building of a wealth management book of clients by meetings and leveraging off partn...

JOB INDEX - 6 months ago - Job Mail

6 months ago

Wealth Manager

Role and Responsibilities:

Building of a wealth management book of clients by meetings and leveraging off partnered distribution relationships.

Constant monitoring and follow up of new business implementation process to ensure a seamless and smooth client acquisition.

Consulting with various stakeholders including but not limited to the following individuals:

portfolio managers

product suppliers

administrative staff

Drafting of investment proposals and investment reports.

Compiling, updating of weekly, monthly and/or quarterly investment feedback reports for selected clients and all partners.

Constant maintenance and analysis of the investment book.

Updating of internal weekly pipeline reports on POS

Compiling and updating of portfolio asset allocation spreadsheets.

A minimum bi-monthly partner update

Ongoing communication and engagement with the partners

Working closely with the Wealth Managers in the team, assisting, advising and working together to build the business.

 

Job Knowledge:

Clear understanding of the financial services, including investments and industry.

Clear understanding of administration of financial services, products & investment platforms.

An understanding of FAIS and subordinate legislation, FICA & PoPIA

 

Job Experience:

High net worth client interaction (Essential)

Investment Funds, Collective Investment Schemes (CIS), JSE, equities and other investment class experience. (Desirable)

Private Banking /Wealth Management experience

 

Education:

BCom or similar finance / wealth / investment management related qualification.

3-5 years\' experience as a client wealth manager / financial advisor / planner / private banker

Experience in investment advisory and financial planning.

Sound financial acumen and customer service excellence.