Qualifications required:
- A degree in a finance related field such as a BCom, BusSc
- A wealth management or investment management qualification recognized by the FSCA
- A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous
Skills and experience required:
- At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner
- Experience in investment advisory and financial planning. Estate planning will be advantageous
- A proven track record in client management and acquisition
Job description:
- Manage the existing clients and build long lasting relationships.
- Introduce additional clients to the business with a focus mainly on the high-net-worth individuals.
- Assess clients’ financial needs and risk profiles.
- Share knowledge and product expertise with clients.
- Be willing to learn about specific offshore investment related products and structures and offer these market leading products to chosen existing and potential clients.
- Propose investment solutions to clients taking cognisance of each client’s risk profile and financial needs.
- Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
- Display a professional and service orientated approach to clients.
- Ensure all work is in line with company compliance standards and regulatory policies/standards.
- Apply a friendly and professional approach when dealing with colleagues and other businesses.
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