Wealth Manager (Cape Town), Johannesburg

In order to be considered the following is required:

Must have CAT 1 and 2

Minimum Qualification: Relevant Degree in Investment or Economics. Certified Financial Planner

3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Industry related Sales or Advisory experience with high income clients preferred

Must not be an unrehabilitated insolvent

Responsibilities

Achieve gross production target as indicated in scorecard

Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products

Be an ambassador for the bank as a financial service provider encompassing our internal values and ethical standards

Maintain expert knowledge on all the bank’s approved products, application procedure, processing and timelines in order to drive and achieve relevant sales 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

Develop networks and build alliances to build and strengthen internal support bases

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

Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base

Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner

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

Formulate proposals in cash management, risk needs, investment planning, estate planning or other areas to help clients achieve their financial goals

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

Monitor financial market trends to ensure that client plans are responsive

Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data

Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets

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

Information displayed above not limited to advertisement.

Please consider your application as unsuccessful if you have not received a response within 14 days of submitting your application.

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