Wealth Manager X1 Jhb X1 Kzn, Johannesburg, Energy At Work

Published 2022-08-07
Expires 2022-09-07
ID #1118454578
Wealth Manager X1 Jhb X1 Kzn, Johannesburg, Energy At Work
South Africa, Gauteng, Johannesburg,
Published August 7, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Wealth manager x1 jhb x1 kzn

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An Insurance Giant is seeking to hire 2x Wealth Managers , one in Johannesburg and another in KZN.

Job purpose:
Build and create a book of Wealth Clients through discovery of a client’s personal needs,
goals and aspirations & risk management profile.
Service and maintain an intimate relationship with Wealth Client, Family and Business Partners throughout the client financial
life journey.
Creation, development, implementation and maintenance of customized wealth
plans to nurture prosperity and security over a client’s life cycle.
Build a Wealth practice of High Net Worth clients with a focus on Asset Accumulation, Risk solutions, Business solutions, Wealth Protection and Wealth Growth
Build and manage client relationships that result in a successful partnership
Accountable for the portfolio of High Net Worth Clients
 Advice led Wealth Management delivering FAIS/FICA and compliant reports, service
and solutions always
Deliver and provide recommendations leading to the creation and implementation
of an optimal comprehensive/holistic life lone wealth management plant
Establish and implement wealth accumulation, wealth protection and wealth management strategies that may include sophisticated and complex approaches to achieve client financial life goals.
Collaborate and partner with clients to preserve wealth and optimize assets to
income that will meet life long, lifestyle expectations
Develop and implement wealth transfer /legacy planning that reflects the client’s
needs and the needs of the family or business partnership
Collaborate, co-ordinate and monitor a trusted team of experts to provide a fully integrated and well-rounded Wealth management service. These will include both internal and external strategic partners, vendors, providers and professional
Use advanced business marketing techniques to build a wealth management practice – target market, unique value proposition and referral-based client acquisition
Integrating and co-ordinating services & solutions to maximise the value of the member relationship
Ensure all business standards are always maintained including compliance, documentation, confidentiality, service requirements and targets
Maintain personal development and knowledge skills
Strictly adhere to the house views, best practice and business protocols
Establish service levels that are appropriate to the client; transitioning inappropriate
clients to Para-planner
Deliver the agreed business targets whilst remaining compliant and meeting clients’
Customer centric and display a positive and professional image of  by building
and maintaining relationships
Pod management ensuring targets, quality standards, customer experience and
outcomes are achieved.
Monitor and evaluate work progress of Pod members

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    Employer's info

    Energy At Work
    Registered on October 7, 2017


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    Category info:

    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.

    Gauteng ( khow-TENG ; Tswana: Gauteng; Sotho: Gauteng ; Pedi: Gauteng; Zulu: eGoli; Tsonga: Gauteng/eXilungwini; Ndebele, Xhosa: iRhawuti; Southern Ndebele: I-Gauteng; Venda: Gauteng) is one of the nine provinces of South Africa. The name in Sotho-Tswana means "place of gold". Situated in the Highveld, Gauteng is the smallest province in South Africa, accounting for only 1.5% of the land area. Nevertheless, it is highly urbanised, containing the country's largest city, Johannesburg, its administrative capital, Pretoria, and other large areas such as Midrand and Vanderbijlpark. As of 2019, Gauteng is the most populous province in South Africa with a population of approximately 15 million people according to estimates.

    Source: https://en.wikipedia.org/