Job Position : Junior Wealth Manager Ref : 1403 - Claire Zonneveld (Gillmer) Location : Port Elizabeth Salary : R11 000 to R13 000 per month commensurate with experience and qualification Qualifications / Requirements: • BComm Financial Planning (essential) • Valid drivers license • Well presented and spoken (excellent grooming imperative) • Candidate must have excellent communication skills and a professional disposition Key Performance Areas: • Investment reviews: o Research of investment portfolios performance and preparation of review reports o Conduct face-to-face reviews or telephonic reviews with clients o Ensure that clients investment portfolios are in accordance with companys philosophy • Servicing of existing clients: o Determine and confirm clients risk profiles and tolerance, investment needs and requirements o Provide ongoing financial planning and advice to clients in consultation with Wealth Planner o Attend to and resolve client concerns, queries and all complaints regarding their portfolios o Identify opportunities and source new business from existing clients • Process new business from existing clients • Assistance to Wealth Planners: o Identify new business opportunities and relay such to Wealth Planner o Assist and liaise with Wealth Planners to obtain accurate and appropriate information in order to compile proposals for clients / potential clients o Preparation of retirement or investment planning documentation in consultation with Wealth Planners o Obtaining of fund values and astute information of clients • Processing of new business: o Conduct appropriate research, obtain required information and values and compile comprehensive proposals and recommendations for clients / potential clients o Establish and maintain sound relationships and communication strategies with potential clients in order to obtain their business • Work pool: o Recording of all client interaction and updating of client records upon completion of interaction o Maintain client record and database, both hard copies and electronically • General administration: o Research and monitor market movements and share information o Ensure compliance with FIAS and FICA o Execution of generally accepted office administration relevant to the position held o Execution of any special project which may be allocated Please email an updated, detailed CV to [email protected] together with a recent, colour, head and shoulders photograph of yourself. If you suit all of the relevant requirements, a Consultant will be in touch with you.
Posted on: Mon, 25 Aug 2014 08:38:08 +0000