Wealth Manager - Cape Town
Headhunters · Western Cape
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Start free — we apply for you →Requirements
- Bachelor's degree.
- Postgraduate Diploma in Financial Planning.
- CFP® (Certified Financial Planner) qualification.
- Completed Regulatory Examination (RE5).
- Full understanding of Investment Products, including but not limited to:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments
Responsibilities
• Maintain relationship with clients. • Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation. • Propose solutions that meet each client's goals, needs and objectives. • Prepare reviews for clients as per the required frequency indicated on the CRM. • Ensure portfolio reviews are prepared within the required SLA timeframes. • Reviews should be accurate and in the correct format and design. • All reviews to be captured on the CRM management system in the prescribed expectations. • Reviews to be discussed with clients and feedback to be captured on the CRM. • Review client Wills annually. • Assist with switches, withdrawals and general enquiries. • General Tax related assistance. • Manage Annual Fee renewals. • Manage Section 37 and 14 Transfers. • Authorise Investec CCM payments. • Assist with any new business after initial client onboarding. • Ensure that all administration and communication relating to client is captured on the CRM. Please note that if you do not receive a response within 2 weeks, your application has been unsuccessful.