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Durban

    Wealth Manager - Durban, South Africa - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Durban, South Africa

    Found in: Talent ZA 2A C2 - 2 days ago

    the recruitment council background
    Description

    PRINCIPLE ACCOUNTABILITIES

    1. New Business Development and Marketing

    o Devise medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months.

    o Identify, develop and source new relationships with investment clients through personal and client referrals, internal networks and fostering greater collaboration within the group.

    o Building a network and suitable business within the professional and retirement market

    o Represent Wealth Advisory investment philosophy/views to colleagues, clients and prospects in person, or by written commentaries.

    2. Client service - Manage and Grow Existing Client Relationships

    o Maintain the highest levels of service and delivery to existing clients at all times, ensuring that all teams support within the company work together to deliver client experience as well.

    3. Investment Management

    o Understand investment trends prevalent at any time and affecting client portfolios.

    o Monitor asset allocation on annual basis relative to policy and goals, evaluate need to rebalance, particularly for the Regulation 28 compliance for retirement investments.

    o Effectively communicate any client feedback regarding investment performance, and suggestions from such clients.

    4. Risk Management / Compliance

    o Ensure compliance in terms of advice being proved to clients ensuring governance in line with FAIS and FSB requirements.

    5. Product Understanding

    o Understand and take continuous learning on products

    o Ensure CPD points are updated annually through attending product training

    SPECIFICATIONS

    Qualifications

    Postgraduate Diploma in Financial Planning - Advantageous

    RE5 - Essential

    Knowledge and skills

     3 years experience and track record in high- performance sales environments

     Knowledge of best practices in financial planning and financial advisory services

     Knowledge and understanding of financial planning through meaningful client engagements

     Extensive knowledge of GEPF and its processes

     Extensive knowledge of the Pension Funds Act

     Extensive knowledge of investment products

     Extensive knowledge of the Six-Step Financial Planning Process

    Behaviours

     High levels of professionalism

     A passion for the financial planning environment

     Interpersonal and collaborative

     Flexible with ability to manage any changes

     High attention to detail

    Attributes/ Attitudes

     Ability to work independently

     Ability to work in a target focused environment

     Deadline driven

     Team player

    EXPERIENCE

     3 -5 years minimum experience in the Financial Services industry in a Sales role within the risk and investment spaces

     3 years experience and track record in high-performance sales environments

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