1 Other Insurance jobs in Johannesburg on Job Mail

An Insurance Giant is seeking to hire 2x Wealth Managers , one in Johannesburg and another in KZN.

Job purpose:

• Build and create a book of Wealth Clients through discovery of a client’s personal needs,
  goals and aspirations & risk management profile.
• Service and maintain an intimate relationship with Wealth Client, Family and Business Partners throughout the client financial
  life journey.
• Creation, development, implementation and maintenance of customized wealth
  plans to nurture prosperity and security over a client’s life cycle.

Responsibilities:

• Build a Wealth practice of High Net Worth clients with a focus on Asset Accumulation, Risk solutions, Business solutions, Wealth Protection and Wealth Growth
• Build and manage client relationships that result in a successful partnership
• Accountable for the portfolio of High Net Worth Clients
• Advice led Wealth Management delivering FAIS/FICA and compliant reports, service
  and solutions always
• Deliver and provide recommendations leading to the creation and implementation
  of an optimal comprehensive/holistic life lone wealth management plant
• Establish and implement wealth accumulation, wealth protection and wealth management strategies that may include sophisticated and complex approaches to achieve client financial life goals.
• Collaborate and partner with clients to preserve wealth and optimize assets to
  income that will meet life long, lifestyle expectations
• Develop and implement wealth transfer /legacy planning that reflects the client’s
  needs and the needs of the family or business partnership
• 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
• Use advanced business marketing techniques to build a wealth management practice – target market, unique value proposition and referral-based client acquisition
• Integrating and co-ordinating services & solutions to maximise the value of the member relationship
• Ensure all business standards are always maintained including compliance, documentation, confidentiality, service requirements and targets
• Maintain personal development and knowledge skills
• Strictly adhere to the house views, best practice and business protocols
• Establish service levels that are appropriate to the client; transitioning inappropriate
  clients to Para-planner
• Deliver the agreed business targets whilst remaining compliant and meeting clients’
  needs
• Customer centric and display a positive and professional image of by building
  and maintaining relationships
• Pod management ensuring targets, quality standards, customer experience and
  outcomes are achieved.
• Monitor and evaluate work progress of Pod members