WEALTH MANAGER/FINANCIAL ADVISOR - GQEBERHA at Competent Candidates

Competent Candidates (PTY) LTD; Gqeberha; Hybrid; ZAR 40 000 - 80 000; Full time

Job summary

An established industry player is seeking a Wealth Manager to enhance client relationships and drive new business opportunities. In this pivotal role, you will service existing clients by managing their portfolios in alignment with company policies while also supporting Wealth Planners in crafting proposals for potential clients. Your expertise in wealth planning and management systems will be crucial as you mentor junior staff and ensure compliance with financial regulations. Join a dynamic team where your contributions will directly impact client satisfaction and business growth.

Qualifications

• 5+ years in a Wealth Management role.
• Proficiency in verbal and written English communication.

Responsibilities

• Service existing clients and manage their portfolios.
• Support Wealth Planners in generating new business.
• Conduct client portfolio reviews and provide ongoing financial advice.

Skills

Wealth Planning

Wealth Management systems

Verbal and written English communication

Afrikaans language proficiency

Education

BCom

Post Graduation Diploma in Financial Planning

CFP accreditation

Job description

Wealth Manager Job Description

The Wealth Manager is responsible for:

1. Servicing existing clients, including reviewing and managing their portfolios in accordance with company policy;
2. Supporting Wealth Planners in generating new business and preparing proposals for both new and existing clients.

Qualifications and Experience

• Formal Education:
  • BCom
  • Post Graduation Diploma in Financial Planning (advantageous)
  • CFP accreditation (advantageous)
  • RE Examinations completed
• Experience:
  • 5 years in a Wealth Management role
  • Proficiency in verbal and written English communication

Key Responsibilities

1. Client Portfolio Reviews:
   • Research and prepare reviews of client portfolios according to company standards;
   • Conduct client reviews and submit reports as per policy;
2. Servicing Existing Clients:
   • Provide ongoing financial advice on portfolios, risk, market trends, and performance;
   • Process client instructions such as switches, repurchases, maturities, surrenders, and transfers;
   • Address client concerns, queries, and complaints;
   • Handle CCM account openings and payments;
   • Assist with tax matters and obtaining tax certificates;
   • Assist with wills and estate execution in coordination with executors;
   • Ensure adherence to TCF principles in all client interactions;
3. Generating New Business:
   • Identify and market new business opportunities;
   • Prepare proposals and implement client instructions;
4. Leadership & Support to Wealth Planner:
   • Mentor and supervise Wealth Assistant to ensure compliance and quality standards;
   • Identify training needs and contribute to performance evaluations;
   • Oversee the quality of work outputs of the Wealth Assistant;
   • Coordinate with service providers to resolve client service issues;
5. General Administration:
   • Record all client interactions;
   • Maintain and update client records and databases;
   • Ensure compliance with FICA and FAIS legislation;

Desired Skills

• Wealth Planning
• Wealth Management systems
• Afrikaans language proficiency