South Africa Job Openings
Job Crystal
Wealth Manager Cape Town and JHB
Cape Town
FULL TIME
October 15, 2024
DUTIES & RESPONSIBILITIES, NOT LIMITED TO:
- Develop new business and maintain existing business Build relationships with clients
- Retain existing clients and generate business from them by reviewing existing portfolios Meet with new clients to perform a complete financial needs analysis, or specific needs, whichever is required, uncovering areas of need to generate new business
- Generate new business by referrals
- Prepare and present proposals to potential clients Closing of leads
- Perform annual review/renewal for all existing clients Attend to client requests in a timeous manner
- Develop and maintain relationships with key account clients
- Develop and maintain excellent relationships with the markets/product providers Manage and maintain new and existing clients' relationships through a client SLA
- Understand and remain current on changes in client’s situations/needs (short- and long-term financial objectives, risk tolerance)
- Inform clients of changes to their portfolio and/or market trends that may affect the client’s financial objectives
- Develop individual business plan
- Achieve sales targets by acquiring profitable new business Monthly business reporting
- Adhere to compliance, operational procedures and practice management standards Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes
- Responsible for adherence with continuous professional development requirements in line with qualification
- 3 - 5 years' experience
- Industry related Qualification
- Registered as Representative of related FSP
- FAIS legislature requirements, which include, but are not limited to: RE1 and RE5
- Responsible to meet the CPD requirements
- Continue to meet all Fit and Proper requirements as per the latest legislation
- This role requires frequent business travel
- Must be a self-starter that can operate as a member of an experienced team
- Decent level of investment and product knowledge
- Looking for long-term commitment and impeccable ethics
- Wants to be truly independent from the views and advice provided
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