Senior Wealth Manager
Role
Senior Wealth Manager
Location
CBD, Cape Town
Industry
Financial Services/Investment
Our client, a leading financial institution based in the CBD Cape Town, is seeking a Senior Wealth Manager to join their expanding finance team.
In this role, you will play a pivotal part in expanding their client base and driving business growth, by identifying and acquiring new clients and providing an out of the ordinary investor experience by offering local and global investment solutions.
Key Responsibilities
Providing out of the ordinary investor experience by offering local and global investment solutions
Leverage personal drive, market knowledge and passion, leadership & network building skills to farm a book of clients and deliver client specific investment solutions to your clients.
Break China for your client & demonstrate cast iron integrity that leads toward doing right by your clients at every opportunity. Insights, interpersonal skills and meticulous planning that allows you to support and guide their investment journey.
Responsible for educating your clients on the technology and platforms available to them to better monitor & maintain their investments.
Compliance oriented and provide timely feedback and investment reviews for your book of clients.
Commitment to teamwork and positive influence by contributing to your team members’ success and the goals of the broader team, while fostering a culture of diversity and inclusion
Requirements
Relevant Tertiary qualification
CFP, CA(SA) or CFA advantageous
Strong understanding of financial markets and investment industry
6+ years relevant experience in Financial Services
Strong analytical skills
Demonstrate a proactive and self-starting approach to work
Proficient in MS Office, especially PowerPoint and Excel
Knowledge of Bloomberg / I-Net advantageous
Client service orientated and entrenched network
A demonstrated track record in client acquisition is required