Attend to all existing client queries and requests
Handle, maintain, and track of all leads received by the Wealth Specialist
Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures
Liaison with all clients allocated to the Wealth Specialist team
Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
Checking of all deal packs and will applications to ensure that they are completed correctly and in full
Conducting client reviews in a FAIS compliant manner; conducting a full review taking into account a full needs analysis and any changes in the client circumstances
Achievement of targets

Requirements:

2-5 years experience as a Private Client Wealth / Relationship Manager, with experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning
Recognised FSCA tertiary qualification
Completed or studying towards a Postgraduate Diploma in Financial Planning (PGDFP) would be an advantage
Written and passed Representative (RE5) Exam and currently on an FSP's license as a Representative giving advice and providing an intermediary service
Licensed for the following subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20., 1.4., 1.5., 1.8., 1.9., 1.10., 1.11., 1.12., 1.14., 1.17., 1.18.
Class of Business training completed as per Company and FSCA requirements
Valid drivers license

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