Wealth Manager

Cape Town - South Africa

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description

Job Title:

Wealth Manager

Qualification:

Commerce or financial degree from a reputable tertiary institution (advantageous)

CFP designation advantageous

RE5 advantageous

Minimum Requirements:

Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA.

3-5 years working experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.

Prepare and collate new client onboarding documentation.

Oversee the management and updating of client CRM profile.

Liaise with external and internal providers on client specific queries and implementation of instructions.

Apply basic knowledge of the FAIS General Code of Conduct in daily work.

Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.

Ensure a basic level of product knowledge by keeping up to date with products used by service providers.

Compile proposal documents based on the Wealth Manager instruction and recommendations.

Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.

MS Office Suite (including Teams Word Excel PowerPoint Outlook SharePoint) XPlan (advantageous).

Required Experience:

Manager

Job DescriptionJob Title: Wealth ManagerQualification:Commerce or financial degree from a reputable tertiary institution (advantageous)CFP designation advantageousRE5 advantageousMinimum Requirements:Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT ...