Senior Wealth Manager urgently needed: APPLY HERE
A International leading wealth management firm, with operations throughout Asia, Europe and Singapore is expanding their presence in South Africa. They specialise in global investment management, tax planning strategies, insurance, mortgage advice among many other services.
Educated to degree level or equivalent
CII Diploma in Regulated Financial Planning or
CISI Investment Advice Diploma or equivalent
Essential skills and experience
Wealth management or private banking experience with an ability to manage client relationships and generate new opportunities.
You must approach your business with integrity, client focus and willing to follow the company’s mission statement.
You must be ethical with strong written and verbal communication skills.
You must be smart, entrepreneurial and driven with a passion to succeed.
You must be able to work autonomously with the ability to use your own initiative while having a support framework to point you in the right direction.
Contribute to the success of the business by developing client relationships and gaining referrals where possible
As an advisor your primary responsibility will be to ensure that the firm’s clients receive the highest level of financial advice and ongoing service
Increase income for the business by converting new leads and business opportunities
Provide a first class level of customer service at all times that exceeds the client’s expectations
Consistently comply with legislative, financial, procedural and quality requirements
Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own
Stay informed of the latest industry changes and updates, desire to continue self-development
Report where requested to Senior Management in a timely and effective manner
Their advanced systems allow wealth managers to focus on building relationships with clients and monitor the compliance, servicing and tracking of activities to make you successful. The systems, allows clients 24/7 access to their financial plans and we send a weekly/monthly/quarterly investment bulletin to keep them abreast of the markets.
They have one of the most attractive fee models in the industry coupled to a comprehensive employee benefits package including a Provident (Pension) Plan, Medical Cover, Life & Critical Insurance. Their practice Buy-Out gives an exit strategy to ‘sell’ your business when your career in Client comes to a close
This position is open to all – with the benefit to either work remotely or office based.
Location: No limitation – any City
Salary: Two optionsL basic + commission (negotiable) or commission only – negotiable
Wealth managers are supported fully by large back office including marketing, business development, client support, administration, IT, HR and general insurance. This frees up much of the day-to-day work, which enables advisers to spend more time advising and generating more opportunities through referrals.