Wealth Manager - Cape Town

SUMMARY:
Our client in the Financial Services industry is seeking to employ a Wealth Manager to join their team based in Cape Town.

POSITION INFO:
Requirements: Bachelor's degree. Postgraduate Diploma in Financial Planning. CFP® (Certified Financial Planner) qualification. Completed Regulatory Examination (RE5). 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: 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 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. Review client Wills annually. Assist with switches, withdrawals and general enquiries. General Tax related assistance. Manage Annual Fee renewals. Manage Section 37 and 14 Transfers. Authorise Investec CCM payments. Assist with any new business after initial client onboarding. Ensure that all administration and communication relating to client is captured on the CRM. Please note that if you do not receive a response within 2 weeks, your application has been unsuccessful.