Wealth Relationship Manager Port Elizabeth

Placements24; Gqeberha; Hybrid; ZAR 900.000 - 1.200.000; Vollzeit

Benefits dieser Stelle

Salary plus commission

Medical aid

Retirement fund

Zusammenfassung

Placements24 in Port Elizabeth is seeking an Investment Relationship Manager to build and maintain relationships with high-net-worth clients, delivering tailored investment strategies and financial plans.

You will advise on portfolios, monitor performance, and collaborate with planners to meet targets while ensuring regulatory compliance. A strong network and excellent client-service mindset are essential.

Qualifikationen

• Bachelor’s degree in Finance, Business Admin, Economics or related field.
• CFP/CFA certifications are a strong advantage.
• Minimum 5 years in wealth management, advisory or investment sales.
• Proven ability to build and maintain client relationships and service excellence.
• Deep knowledge of investment products, markets and portfolio management.
• Excellent communication, negotiation and presentation skills.
• Strong regulatory awareness and ability to work independently.

Aufgaben

• Develop and manage a portfolio of high-net-worth clients.
• Understand objectives, risk tolerance and investment needs through consultations.
• Develop and present personalized investment strategies and plans.
• Monitor portfolios, provide performance updates and adjust as needed.
• Identify opportunities for client acquisition and business development.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with planners and product experts to deliver solutions.
• Stay informed on market trends and investment offerings.

Kenntnisse

Relationship management

Client acquisition

Investment knowledge

Communication skills

Negotiation

Presentation skills

Ausbildung

Bachelor's in Finance/Econ

CFP/CFA advantageous

Tools

CRM software

Financial planning tools

Jobbeschreibung

Placements24 in Port Elizabeth is seeking an Investment Relationship Manager to build and maintain relationships with high-net-worth clients, delivering tailored investment strategies and financial plans.

You will advise on portfolios, monitor performance, and collaborate with planners to meet targets while ensuring regulatory compliance. A strong network and excellent client-service mindset are essential.