Wealth Manager (Port Elizabeth - Eastern Cape)

Be Different Sa (Pty) Ltd; Gqeberha; On-site; ZAR 600,000 - 1,100,000; Full time

Job summary

Be Different Sa (Pty) Ltd is seeking a Wealth Manager in Port Elizabeth (Eastern Cape) to provide high‑level financial advice in savings, investments and estate planning for affluent clients. You will develop proposals, manage client plans and drive sales while ensuring regulatory compliance and exceptional service.

The role requires FAIS experience, RE5, a relevant degree, and 3–5 years of advisory experience. CFP is preferred; RSA banking exposure is advantageous.

Qualifications

• Degree in Investment or Economics required.
• FAIS experience and RE5 required.
• 3–5 years’ wealth management experience with high-income clients.
• CFP preferred qualification.

Responsibilities

• Formulate proposals in cash management, investment planning and estate planning.
• Achieve sales targets by advising on group approved investment products.
• Investigate investment opportunities compatible with client plans.
• Review financial plans to adjust for life changes and performance.
• Provide regular service delivery reports against SLAs and targets.
• Ensure quality of advice aligns with bank philosophy and products.
• Engage in external networking and representation on related forums.
• Achieve gross production targets as indicated in scorecard.
• Educate customers on products to retain and grow the client base.
• Resolve customer queries to ensure satisfaction and retention.
• Analyze client financial information to develop plans.
• Maintain knowledge of governance and regulatory requirements.
• Collaborate across boundaries with stakeholders.

Skills

Sales experience

Advisory skills

Financial planning

Education

Degree in Investment or Economics

Job description

Our clients in the banking sector looking for Wealth Manager (Port Elizabeth - Eastern Cape) 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.

In order to be considered the following is required:

• Relevant Degree in Investment or Economics
• Preferred Qualification for Wealth Advisor - Certified Financial Planner (CFP)
• 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients
• FAIS experience
• RE5
• Preferred Qualification for Wealth Advisor - Certified Financial Planner (CFP)

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 the group 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 the bank'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 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 the bank's internal compliance procedures and requirements
• Ensure compliance is adopted in terms of systems and procedures as laid out by the bank
• 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 group 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