Wealth Manager Cape Town and JHB

October 15, 2024

Cape Town

FULL TIME

A financial services advisory group is looking for a full-time Wealth Advisor to join their team
DUTIES & RESPONSIBILITIES, NOT LIMITED TO:

Develop new business and maintain existing business Build relationships with clients
Retain existing clients and generate business from them by reviewing existing portfolios Meet with new clients to perform a complete financial needs analysis, or specific needs, whichever is required, uncovering areas of need to generate new business
Generate new business by referrals
Prepare and present proposals to potential clients Closing of leads
Perform annual review/renewal for all existing clients Attend to client requests in a timeous manner
Develop and maintain relationships with key account clients
Develop and maintain excellent relationships with the markets/product providers Manage and maintain new and existing clients' relationships through a client SLA
Understand and remain current on changes in client’s situations/needs (short- and long-term financial objectives, risk tolerance)
Inform clients of changes to their portfolio and/or market trends that may affect the client’s financial objectives

Travel within South Africa proactively sourcing business

Develop individual business plan
Achieve sales targets by acquiring profitable new business Monthly business reporting
Adhere to compliance, operational procedures and practice management standards Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes
Responsible for adherence with continuous professional development requirements in line with qualification

REQUIREMENTS

3 - 5 years' experience
Industry related Qualification
Registered as Representative of related FSP
FAIS legislature requirements, which include, but are not limited to: RE1 and RE5
Responsible to meet the CPD requirements
Continue to meet all Fit and Proper requirements as per the latest legislation
This role requires frequent business travel
Must be a self-starter that can operate as a member of an experienced team
Decent level of investment and product knowledge
Looking for long-term commitment and impeccable ethics
Wants to be truly independent from the views and advice provided