Our client, a reputable organisation in the Financial Services industry, is seeking a passionate and driven Wealth Manager to join their team based in Cape Town, Western Cape.

Your next big career move could be just a click away!

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.