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Regional Wealth Mananer

Somerset West

26 June 2022

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Regional Wealth Mananer

She recruit Sunday, 26 June 2022 1

Finance/Accounting - Other Finance/Accounting

Somerset West

FULL TIME

Job Specification
Company
Reference Number CPT000468/UB

Job Summary

Qualifications required:

A degree in a finance related field such as a BCom, BSc
A wealth management or investment management qualification recognized by the FSCA
A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous

Skills and experience required:

At least 4 years’ experience as a Client Wealth Manager, Financial Advisor or Planner
At least 2 years' managing wealth managers/financial advisors
Experience in investment advisory and financial planning.
Estate planning will be advantageous

Job description:
Client related

Manage the existing clients and build long lasting relationships.
Introduce additional clients to the business with a focus mainly on the high-net-worth individuals.
Assess clients’ financial needs and risk profiles.
Share knowledge and product expertise with clients.
Be willing to learn about specific offshore investment related products and structures and offer these market leading products to chosen existing and potential clients.
Propose investment solutions to clients taking cognisance of each client’s risk profile and financial needs.
Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
Display a professional and service orientated approach to clients.

Office related

Ensure all work is in line with company compliance standards and regulatory policies/standards.
Apply a friendly and professional approach when dealing with colleagues and other businesses.
Develop and maintain constructive relationships with third party businesses where required.
Provide suggestions on how to improve the business where appropriate.
Effectively manage a few wealth managers operating out of the Somerset West office.
Motivate staff.
Set staff objectives and guide staff accordingly.
Ensure staff receive the appropriate training.
Ensure staff adhere to company polices and regulatory requirements.
Ensure staff act with professionalism towards clients and others.
Monitor staff performance and provide staff with regular relevant

Suitable CV’s may be sent to ursula@sherecruits.co.za o.za, visit www.sherecruits.co.za to view other vacancies.
Please consider your application unsuccessful if you have not heard from us within 1 week.
We will keep your details on file for future positions.

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1 Other Finance/Accounting jobs in Somerset West on Job Mail

Regional Wealth Mananer

Job Summary

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