Private Wealth Manager Location: CPT - Northern Suburbs Seniority Level: Mid Career (4 - 6 yrs exp)Type: Permanent Sectors: Financial Services Functions: Private Wealth ManagerDuties and Responsibilities: Sales: Contacting potential clients and setting up initial meetings. Identify and pursue new business opportunities through lead generation, prospecting, and networking. Build and maintain strong relationships with key clients and stakeholders. Promoting and selling financial products to meet sales targets. Design product functionality with reference to available solutions. Client Servicing: Contact clients regularly to determine changes in financial circumstances. Ensure exceptional client servicing and address inquiries effectively. Conduct regular reviews with key clients to assess satisfaction levels. Review and respond to clients' changing needs and financial circumstances. Financial Planning: Provide unbiased and professional financial advice to clients. Recommend solutions to help clients meet their financial objectives. Protect, secure and grow clients' wealth. Research available investment opportunities. Risk Management: Complete client risk analyses. Act within regulatory requirements. General: Honour all meetings and engagements. Keep up to date with financial products and legislation. Continued study and development with accredited institutions. Skills Required: Customer Focus, Communication Skills, Ethical Conduct & Compliance, Relationship Building & Influencing, Financial Planning Expertise, Sales & Business DevelopmentRemuneration: Market Related