About the position
Our client, a leading financial services and wealth management business, is currently seeking to hire 2 x Wealth Managers to be based in George, along the Garden Route. In this role, you will serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.
Minimum Requirements:
- Relevant Degree in Investment or Economics.
- Completed Certified Financial Planner-
- 3 to 5 years' experience as a Wealth Manager with sales and advisory experience with high income clients.
Candidates with the following FAIS experience will be given preference:
Cat 1:
- 3 Long-Term Insurance subcategory B1
- 4 Long-Term Insurance subcategory C
- 5 Retail Pension Benefits
- 8 Shares
- 9 Money Market Instruments
- 12 Bonds
- 14 Participatory Interests in a Collective Investment Scheme (CIS)
- 15 Forex Investments
- 17 Long-term Deposits
- 18 Short-term Deposits
- 20 Long- Term Insurance Subcategory B2
- 21 Long- Term Insurance Subcategory B2- A
- 22 Long-term Insurance subcategory B1-A
- 24 Structured Deposits
- 26 Participatory Interest in hedge fund
Cat 2 - Advantage
- 2 Long Term Insurance Subcategory C
- 3 Retail Pension Benefits
- 5 Shares
- 6 Money Market Instruments
- 9 Bonds
- 11 Participatory Interests in one or more CIS
- 12 Forex Investments
- 13 Long Term Deposits
- 14 Short Term Deposits
- 18 Structured Deposits
- 20 Participatory interest in hedge funds
Main duties will include, but are not limited to:
- Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Achieve previously determined sales targets across the business by identifying opportunities to advise on approved investment and risk products.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
- Ensure that the quality of advice remains high and consistent and in line with organization's investment philosophy and product approved matrix.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Achieve gross production target as indicated in scorecard.
- Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
- Advise on and provide support to ensure the effective resolution of customer queries to ensure customer satisfaction and retention.
- Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
- Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
- Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
- Maintain expert knowledge on relevant legislative amendments, industry best practices and organization's internal compliance procedures and requirements.
- Ensure compliance is adopted in terms of systems and procedures as laid out by the organization.
- Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
- Ensure optimal usage and protection of business assets.
- Maintain expert knowledge on all approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
- Engage in cross-functional activities.
- Collaborate across boundaries and finds common ground with a widening range of stakeholders.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
Suitable candidates can submit their updated CV to [Email Address Removed] for immediate consideration.
Desired Skills:
- wealth management
- investment
- Financial service
- sales
- advisor
- insurance
Desired Work Experience:
Desired Qualification Level:
