Overview
Wealth Manager/Hybrid Jobs in Johannesburg, South Africa at Ananzi
Job Title:Wealth Manager (Hybrid)
Role Overview:The Wealth Manager is a vital member of acollaborative teamthat utilizes a data-informed Integrated Advice approach.
This role takes a holistic view of each client’s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection.
The team is composed ofdiversetalents committed to helping high-net-worth clients achieve their financial objectives.
Key Responsibilities:
Sales Target Achievement:Responsible for meeting predeterminedsales targetsby identifying opportunities within the existing client base and advising on approved investment and risk solutions.
ClientEducationand Retention:Educates clients on products and services to enhance client retention, increase sales revenue, and expand the organization’s client base.
Financial Analysis and Planning:Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies.
Proposal Development:Formulates proposals in areas such as cash management,risk assessment, investment planning, and estate planning to help clients achieve their financial goals.
Client Reporting:Provides regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organization’s investment philosophy.
Networking and Competitive Edge:Contributes to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums.
Relationship Building:Develops networks and builds alliances to strengthen internal support and enhance client offerings.
Qualifications and
Experience:
Education:Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field.
Experience:Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial level is essential. Possession of CAT 1 licenses, with CAT 2 licenses as an advantage.
Employee Benefits:
Access to an attractive employee value proposition and reward model.
Opportunities for networking andcollaborationwith stakeholders.
Flexible workingenvironment focused on health and well-being.
Professional development supportthrough coaching and mentoring.
Additional Requirements:Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA). Applicants must not be unrehabilitated insolvents.
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Title: Wealth Manager/Hybrid
Company: Ananzi
Location: Johannesburg, South Africa
Category: Finance & Banking, Sales
