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Job Summary
Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth Manager, to their team based in Pretoria.
Requirements:
- Bachelor’s degree.
- Postgraduate Diploma in Financial Planning.
- CFP® (Certified Financial Planner).
- Regulatory Examination (RE5) (Completed).
Responsibilities, but not limited to:
Product Knowledge
- 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.
Value Chain Management
- 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 Portfolio Reviews
- 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.
General Administration
- Assist with switches, withdrawals and general enquiries.
- General Tax related assistance.
- Manage Annual Fee renewals.
- Manage Section 37 & 14 Transfers.
- Authorise 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.
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