CFP-Certified Wealth Manager

Headhunters recruitment; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Our client in the Financial Services sector in Cape Town, Western Cape seeks a passionate Wealth Manager to join their team. The role focuses on managing client relationships and providing investment solutions across living annuities, retirement funds and discretionary investments.

Key qualifications include a Bachelor’s degree, Postgraduate Diploma in Financial Planning, CFP qualification and RE5; strong understanding of investment products is expected.

Qualifications

• Bachelor’s degree required.
• Postgraduate Diploma in Financial Planning required.
• CFP® qualification required.
• Completed Regulatory Examination (RE5) required.

Responsibilities

• Maintain relationship with clients.
• Develop productive working relationships with colleagues and clients.
• 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.

Education

Bachelor’s degree

Postgraduate Diploma in Financial Planning

CFP® (Certified Financial Planner) qualification

Completed Regulatory Examination (RE5)

Job description

Our client in the Financial Services sector in Cape Town, Western Cape seeks a passionate Wealth Manager to join their team. The role focuses on managing client relationships and providing investment solutions across living annuities, retirement funds and discretionary investments.

Key qualifications include a Bachelor’s degree, Postgraduate Diploma in Financial Planning, CFP qualification and RE5; strong understanding of investment products is expected.