Wealth Manager, Johannesburg

Job Description

As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client's current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.

Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.

Your Responsibilities Will Include

• Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on client approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation's client base.
• Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Providing regular client reports against agreed service level agreements.
• Ensuring that the quality of advice remains high and consistent and in line with client's investment philosophy and product approved matrix.
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Developing networks and build alliances to grow and strengthen internal support bases.

Qualifications And Experience Required

• A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
• Solid experience in providing custom built solutions to our client's wealth portfolios at a managerial level is a fundamental requirement for this role.
• At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
  
  

As a Wealth Manager You Will Have Access To

• Our attractive employee value proposition and reward model.
• Opportunities to network and collaborate with all stakeholders across the Client Group.
• Opportunities to innovate.
• Flexible working environment.
• Deep focus on health and wellbeing.

Coaches and mentors to help with your professional development.