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Job Title Wealth Manager
Overall Job Objective, role and responsibilities

Purpose of job
Build authentic long term relationships with clients. Care, manage and Advise high net worth clients on matters concerning their portfolios.

Key Relations
External Clients
Internal clients
Financial Services Board
Financial Planning Institute

KPA/ Strategic business deliverables

  • Ensure clients are compliance to Houseview and adopt strategies to change implantation accordingly
  • Management portfolios under managements
  • Establish and maintain high involvement relationships with clients
  • Management of profit centres
  • Hold bi-annual client meetings with clients
  • Manage clients wealth by effective advice and  change implementation – Switches etc
  • Management  and development of as Assistant
  • Ensure referrals and new business are retained.
  • Keep abreast of changes by attending training, networking conventions
Skills, Experience and Education

Qualification
Post graduate Diploma in Financial Planning
Relevant B Com degree

Experience
5 Years experience in an Investment or financial planning environment.

Computer competency requirements
Microsoft packages
Tyrus

Competencies

  • Able to retain clients
  • Good presentation skills
  • Effective stress management
  • Holistic and detailed view on relevant information
  • Time management skills

Knowledge

  • Thorough understanding and knowledge of global economy, financial and investment markets
  • Knowledge on investment and financial planning
  • Excellent product knowledge
  • Have good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates
  • Fee structures and mandates

Personal characteristics

  • Effective interaction abilities
  • Quick thinker
  • Managerial and delegation skills
  • Mature
  • Confident
  • Well presented
  • Integrity
  • Sensitivity to the clients
  • High sense of duty and loyalty
  • Wide range of interests
To apply send CV to: charine@chconsultants.co.za

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