Overview
Wealth Manager Jobs in Pretoria, South Africa at Headhunters
Description
Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth Manager, to their team based in Pretoria.
Requirements:
- Postgraduate Diploma in Financial Planning.
- Regulatory Examination (RE5) (Completed).
Responsibilities, but not limited to:
Product Knowledge
- Full understanding of Investment Products, including but not limited to:
Value Chain Management
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
- Propose solutions that meet each client’s goals, needs and objectives.
Prepare Portfolio Reviews
- Prepare reviews for clients as per the required frequency indicated on the CRM.
- Ensure portfolio reviews are prepared within the required SLA time frames.
- Reviews should be accurate and in the correct format and design.
- All reviews to be captured on the CRM management system in the prescribed expectations.
- Reviews to be discussed with clients and feedback to be captured on the CRM.
General Administration
- Assist with switches, withdrawals and general enquiries.
- Assist with any new business after initial client onboarding.
- Ensure that all administration and communication relating to client is captured on the CRM.
Title: Wealth Manager
Company: Headhunters
Location: Pretoria, South Africa
Category:
