Wealth Manager (Hybrid)

The Recruitment Council; KwaZulu-Natal; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking a Wealth Manager to join their collaborative team. This role focuses on providing high-net-worth clients with comprehensive financial protection through tailored advice and solutions. The Wealth Manager will analyze clients' financial situations, develop personalized financial plans, and ensure client retention through education and exceptional service. The ideal candidate will possess a Certified Financial Planner designation and significant experience in wealth management. Join a dynamic environment that values professional development and offers flexible working conditions, making a meaningful impact on clients' financial futures.

Benefits

Attractive employee value proposition

Networking opportunities

Flexible working environment

Professional development support

Qualifications

• Certified Financial Planner with experience in wealth management.
• Strong analytical skills to develop tailored financial plans.

Responsibilities

• Meet sales targets by advising clients on investment and risk solutions.
• Analyze financial information to create customized financial proposals.

Skills

Financial Analysis

Client Education

Sales Skills

Relationship Building

Networking

Education

Certified Financial Planner (CFP)

Graduate qualification in Finance, Investment, Economics

Tools

Financial Planning Tools

Job description

The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach.

This role takes a holistic view of each client's financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection.

The team is composed of diverse talents committed to helping high-net-worth clients achieve their financial objectives.

Key Responsibilities:

1. Sales Targets: Responsible for meeting predetermined sales targets by identifying opportunities within the existing client base and advising on approved investment and risk solutions.
2. Client Education and Retention: Educates clients on products and services to enhance client retention, increase sales revenue, and expand the organization's client base.
3. Financial Analysis and Planning: Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies.
4. Proposal Development: Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals.
5. Client Reporting: Provides regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organization's investment philosophy.
6. Networking and Competitive Edge: Contributes to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums.
7. Relationship Building: Develops networks and builds alliances to strengthen internal support and enhance client offerings.

Qualifications and Experience:

1. Education: Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field.
2. Experience: Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial level is essential.
3. Licenses: Possession of CAT 1 licenses, with CAT 2 licenses as an advantage.

Employee Benefits:

1. Access to an attractive employee value proposition and reward model.
2. Opportunities for networking and collaboration with stakeholders.
3. Flexible working environment focused on health and well-being.
4. Professional development support through coaching and mentoring.

Additional Requirements:

Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA). Applicants must not be unrehabilitated insolvents.