Wealth Manager - Pretoria, South Africa - Your HR Outsourced

Your HR Outsourced
Your HR Outsourced
Verified Company
Pretoria, South Africa

3 weeks ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.


Responsibility:


1. Product Knowledge

Full understanding of Investment Products:

  • Living unities annuities
  • Life annuities
  • Retirement annuities
  • Preservation funds
  • Discretionary investments
  • Endowments
  • Tax free savings investments

2. Value Chain Management

  • Maintain relationship with clients
  • Propose solutions that meet each client's goals, needs and objectives.

3. Prepare Portfolio Reviews

  • Prepare reviews for clients within the required SLA timeframe
  • Reviews to be captured on the CRM management system
  • Discussed reviews with clients and feedback to be captured on the CRM

4. General Administration

  • Assist with switches, withdrawals and general enquiries
  • General Tax related assistance
  • Manage Annual Fee renewals
  • Authorise Investec CCM payments
  • Assist with any new business

5. Qualifications

  • Bachelor's degree
  • Postgraduate Diploma in Financial Planning
  • CFP (Certified Financial Planner)
  • Regulatory Examination (RE5)

Salary:
From R25,000.00 per month

Application Deadline: 2023/09/12
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