Wealth Manager- Bellville

Fnb South Africa; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A financial services provider in Cape Town seeks a Wealth Manager to provide financial advice and planning support to high income clients. You'll formulate investment proposals, achieve sales targets, and regularly review client financial strategies. Ideal candidates have 3 to 5 years experience in wealth management and relevant qualifications. Join a dynamic team focused on excellence in client service and product knowledge.

Qualifications

• 3 to 5 years' experience as a Wealth Manager with sales and advisory experience.
• FAIS experience will be given preference.

Responsibilities

• Formulate proposals in cash management, investment planning, and estate planning.
• Achieve sales targets by identifying opportunities.
• Review clients' financial plans regularly.
• Advise and support customer query resolutions.

Skills

Sales experience with high income clients

Investment planning

Risk management

Customer service

Education

Relevant Degree in Investment or Economics

Completed Certified Financial Planner preferred

Job description

Job Title

Wealth Manager- Bellville

Job Location

Western Cape, BellvilleDeadline : November 30,

Job Description

To 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.

Responsibilities

• 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 FirstRand 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 FNB's investment philosophy and product approved matrix.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• 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 in order 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 FNB's internal compliance procedures and requirements.
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• 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 FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.

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.

Qualifications

• Relevant Degree in Investment or Economics.
• Completed Certified Financial Planner preferred.
• Have 3 to 5 years' experience as a Wealth Manager with sales and advisory experience with high income clients.
• FAIS experience will be given preference.

Application Deadline

Deadline : November 30,

End Date : November 15,