Associate Wealth Manager Durban

at  PPS Recruitment

QUALIFICATION REQUIREMENTS

• Business Degree or similar
• CFP or studying towards CFP
• RE 5

EXPERIENCE REQUIREMENTS

• Previous experience working as a paraplanner or in a similar position for 2-5 years
• Track record of client acquisition and selling
• Knowledge in tailored financial solutions
• Analyse complex financial information using financial tools
• High technical skills on investments, risk planning, estate planning, business solutions

INTERPERSONAL AND INTRAPERSONAL SKILLS

• Effective networking
• Strong presentation skills
• Persuasive communication (verbal and written) and IT fluency
• Creative talents and ability to solve tough problems
• In-dept knowledge of the industry and its current events
• The ability of manage pressure and meet deadlines
• Skill in prioritising and triaging obligations
• Attention to detail
• Excellent time management and organisation
• Persuasiveness

JOB PURPOSE:

To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financial and investments needs.

DUTIES AND RESPONSIBILITIES

• Build a book of own clients, holistic financial planning in the affluent segment.
• Meet annual targets for Risk and Investments.
• Primary focus on Risk solution delivery, Investments and reviewing.
• Drive goals-based wealth management strategy with their clients.
• Ensure that an adequate pipeline of new client business opportunities is generated.
• Build, encourage and maintain long-term relationships with clients.
• Ensure agreed sales activity requirements are met.
• Implement suggested plans and strategies.
• Complete a minimum number of approved financial plans and analysis each month.
• Ensure that the company and its associate products are represented in a professional manner.
• Comply with all regulatory requirements including licensing and registrations.
• Suggest measures for improving customer services, satisfaction, and loyalty.