[ref. h8310501] Junior Wealth Manager | Cape Town, Stellenbosch, Umhlanga, Bryanston
The Recruitment Council Cape Town
Description of job responsibility/duty
Wealth ManagementDevelop and maintain strong relationships with high-net-worth clients.
Understand clients' financial goals, risk tolerance, and preferences to provide personalized financial advice.
Conduct comprehensive financial analyses to assess clients' current financial situations and future objectives.
Create customized financial plans that align with clients' goals and objectives.
Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators, and risk factors.
Monitor financial markets, economic trends, and investment opportunities to make informed recommendations.
Manage clients' investment portfolios, ensuring proper diversification and alignment with their financial goals.
Regularly review and rebalance portfolios based on market conditions and clients' changing needs.
Assess and mitigate potential risks associated with clients' investment portfolios.
Stay abreast of market trends, economic developments, and investment opportunities to provide informed advice.
Conduct thorough research on financial products, strategies, and industry best practices.
Stay updated on regulatory changes and industry best practices related to the industry.
Provide regular performance reports to clients, summarizing the performance of their investment portfolios and highlighting
key insights.
Collaborate with internal teams, including tax professionals, legal advisors, and other specialists to offer holistic financial
solutions to clients.
Actively engage in networking activities to expand the client base and stay connected with industry professionals.
Education & Qualifications
Relevant BCom DegreeCFP/CFA preferred or working towards the designation
FAIS Compliant
Relevant Experience
Proven experience as a Wealth and Investment Manager with a focus on high-net-worth clients.In-depth knowledge of financial markets, investment products, and wealth management strategies.
Strong analytical and quantitative skills.
Excellent communication and interpersonal skills.
Compliance-oriented mindset and adherence to regulatory guidelines.
The Recruitment CouncilClaremont, 7 km from Cape Town
Key Result Area: Main Activities:
1. Administrative support to Wealth Manager
a. Prepare and collate new client onboarding documentation.
b. Oversee the management and updating of client CRM profile.
c. Liaise with external and internal providers...
Rory Mackie & AssociatesCape Town
Overview:
Our client, a boutique investment advisory and wealth management firm, is seeking a Wealth Manager Assistant to join them at their Somerset West branch. With over R30 billion in assets under advice, the firm delivers global best-of-breed...
HR GenieBellville, 19 km from Cape Town
An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within...