Wealth Manager | Port Elizabeth (PE) | Eastern Cape
The Recruitment Council Port Elizabeth
Wealth Manager
Are you a driven financial professional with a passion for improving the lives of high-income clients through expert, effective solutions? We are seeking a Wealth Manager to join our premier private wealth team in Cape Town.
Role Purpose
In this role, you will act as a full financial services advisor, providing specialized expertise in savings, investment, and estate planning. Your primary focus will be on delivering high-quality investment advice to help clients achieve their long-term financial goals.
Key Responsibilities- Target Achievement: Meet and exceed gross production and sales targets across approved investment and risk products.
- Strategic Planning: Analyze client financial information to develop comprehensive proposals in cash management, risk needs, investment planning, and estate planning.
- Relationship Management: Build and maintain strong internal and external networks to support business growth and ensure customer satisfaction.
- Portfolio Oversight: Monitor market trends and regularly review client plans to ensure they remain responsive to economic or life changes.
- Compliance & Excellence: Ensure all advice aligns with internal investment philosophies and remains compliant with statutory, legislative, and governance requirements.
- Education: A relevant Degree in Investment or Economics.
- Professional Certification: Must be a Certified Financial Planner (CFP).
- Experience: 3 to 5 years in a similar environment, including 1 to 2 years at a junior/entry-level management level.
- Financial Integrity: Must not be an unrehabilitated insolvent; a credit record check is required per the National Credit Act (NCA).
- FAIS Qualifications: Preference will be given to candidates with Category 1 and 2 licenses and experience in various subcategories, including:
- Long-Term Insurance (Subcategories B1, B2, B1-A, B2-A, and C).
- Retail Pension Benefits and Collective Investment Schemes (CIS).
- Shares, Bonds, Money Market Instruments, and Forex Investments.
- Structured Deposits and Hedge Funds.
Staff Solutions RecruitmentPort Elizabeth
Minimum Qualifications and Experience
• A relevant qualification will be advantageous.
• Minimum of 2 years relevant experience in a similar role.
• Strong knowledge of accounting principles and a solid understanding of accounting transactions.
Recru-itPort Elizabeth
Key Job Outputs
The key job responsibilities and outputs include, but are not limited to:
• Processing all local and foreign supplier invoices
• Compiling reconciliations for all local and foreign suppliers
• Loading all local and foreign payments...
Staff Solutions RecruitmentPort Elizabeth
Key Responsibilities:
• Generate and process customer invoices accurately and timeously
• Capture and maintain invoicing data on Pastel
• Verify billing information, pricing, and quantities against orders or contracts
• Reconcile invoices and...