Wealth Manager | Claremont
The Recruitment Council
- Claremont, Cape Town
- Permanent
- Full-time
- To do a set number of presentations and proposals to acquire the desired targets.
- Network and obtain referrals.
- Ensure that there are a set number of appointments to be seen.
- Evaluate the closing ratio to the set number of appointments received and implement the relevant strategy to address it, should it not be achieved.
- Ensure invites to the companys Quarterly seminars are according to target.
- Attend seminars to welcome guests, answer leads and identify business opportunities for follow-up after the seminars.
- Conduct presentations, introduce speakers and answer questions.
- Ensure that client reviews are set up as per schedule (birthday list from XPlan).
- Preparation of review pack for the meeting.
- Visit client on a regular basis to provide wealth management feedback and have meaningful discussion to lead to cross selling and increased AUM.
- Be available to assist clients when requested.
- Consistently re-evaluate the client risk profile and financial needs.
- Provide a comprehensive service to your client i.e. portfolio, wealth and financial services.
- Knowledge of the requirements of industry products.
- Sufficient client information in Xplan.
- Collate the wealth management reports in preparation for the set client visits as per the client service model and segmentation tables.
- Ensure detailed FNAs in Xplan for all clients based on their needs and reviewed annually or as required by SLA.
- Using Xplan for tasks and threads with WMA ensure that all tasks are on Xplan to WMA and follow up until completion.
- Ensure that all clients are on Xplan touch.
- Attend XPlan training.
- Ensure the accuracy of client information on Xplan.
- Independent use of XPlan for reporting purposes.
- Ensure that weekly task meetings take place to discuss all unresolved items.
- WM to ensure follow up with WMA on all instructions given.
- All tasks on Xplan.
- Leads given and cooperation with the WM team.
- Ensure Monday morning presentations are relevant (new developments in industry) and tied with case study.
- Ensure all relevant information is obtained from client to comply with regulatory requirements.
- Keep abreast of all new regulatory developments.
- Ensure that complete files are always maintained for clients.
- 100% industry compliance in all file preparation and maintenance.
- Regular update of fact sheets and similar reports as required.
- Adhere to all company policies and procedures.
- Assist with all tasks as and when required to achieve the company objectives.
- Live the company values.
- Proven and relevant experience of giving advice and holistic financial planning to high net worth clients.
- Relevant degree from a reputable institution..
- CFP Qualification.
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