Wealth Relationship Manager

Portfolium (Pty) Ltd; Bellville; On-site; ZAR 300,000 - 600,000; Full time

Job summary

A leading company in financial planning seeks a Financial Planner to service clients through portfolio management and investment advice. The role demands strong qualifications in finance, effective communication, and attention to detail, contributing to the strategic objectives of the firm.

Qualifications

• Valid financial planning qualifications required.
• Experience in client management and investment products.
• Proficiency in Afrikaans and English.

Responsibilities

• Service existing clients including portfolio reviews and consultations.
• Prepare accurate and timely portfolio reviews as per the CRM.
• Maintain relationships and propose solutions for client needs.

Skills

Attention to detail

Effective communication skills

Deadline driven

Education

Bachelor’s degree

Postgraduate Diploma in Financial Planning

CFP (Certified Financial Planner)

Regulatory Examination (RE5)

Job description

Job summary

The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.

Key areas of responsibility:

Duties include, but are not limited to:

1. Product Knowledge

oFull understanding of Investment Products, including but not limited to:

-Living annuities

-Life annuities

-Retirement annuities

-Preservation funds

-Discretionary investments

-Endowments

-Tax free savings investments

2. Value Chain Management

oMaintain relationship with clients.

oDevelop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.

oPropose solutions that meet each client’s goals, needs and objectives.

3. Prepare Portfolio Reviews

oPrepare reviews for clients as per the required frequency indicated on the CRM.

oEnsure portfolio reviews are prepared within the required SLA timeframes.

oReviews should be accurate and in the correct format and design.

oAll reviews to be captured on the CRM management system in the prescribed expectations.

oReviews to be discussed with clients and feedback to be captured on the CRM.

oReview client Wills annually.

4. General Administration

oAssist with switches, withdrawals and general enquiries;

oGeneral Tax related assistance;

oManage Annual Fee renewals;

oManage Section 37 & 14 Transfers;

oAuthorise Investec CCM payments;

oAssist with any new business after initial client onboarding;

oEnsure that all administration and communication relating to client is captured on the CRM.

5. Qualifications

oBachelor’s degree

oPostgraduate Diploma in Financial Planning

oCFP (Certified Financial Planner)

oRegulatory Examination (RE5) (Completed)

6. Soft Skills Competencies

oAttention to detail

oEffective communication skills

oDeadline driven

7. Language Proficiency

oAfrikaans

oEnglish