Jobs

    Wealth Manager - CapeTown, South Africa - The Recruitment Council

    The Recruitment Council
    The Recruitment Council CapeTown, South Africa

    1 day ago

    the recruitment council background
    Description

    The main purpose of the Wealth Manger is to tell our story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLAs and to work together to increase the business AUM as per company strategy. This is done by regular update in industry knowledge, working with the team of WMs and coordinating administration of client book with the WMA.


    Experience required

    Proven and relevant experience of giving advice and holistic financial planning to high net worth clients


    Educational required

    Relevant degree from a reputable institution.
    Professional registration (if applicable) CFP

    Computer Literacy MS Word, Excel &; PowerPoint, XPlan or other industry related packages

    Personal profile and competencies

    Tenacity, sales ability, Interpersonal skills, Initiative, organisational ability, professional presentation skills, flexibility, commitment, attention to detail, accuracy, people management, empathy, emotional intelligence

    Summary of Key Result Areas

    New Business, Servicing and client satisfaction, Xplan and fintech, Teamwork, Compliance and contribution to company culture.

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