Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ a Wealth Manager to their team based in Bellville Cape Town. Requirements Bachelor’s degree. Postgraduate Diploma in Financial Planning. CFP® (Certified Financial Planner). Regulatory Examination (RE5) (Completed). Full understanding of Investment Products, including but not limited to: Living annuities. Life annuities. Retirement annuities. Preservation funds. Discretionary investments. Endowments. Tax free savings investments. Responsibilities, but not limited to: Value Chain Management Maintain relationship with clients. 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 timeframes. 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. #J-18808-Ljbffr
Wealth Manager - Cape Town
HEADHUNTERS
cape town, cape town
Published 14 days ago
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