Wealth Manager (MKT101)
R750 000 per annum CTC
manage client’s wealth needs through an ongoing advisory process to achieve Company strategic goals of client centricity and revenue generation; as per the business strategy.
5 years’ experience as a Wealth Manager.
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Commercial degree/diploma e.g. B.Comm/B.Sc. Actuarial Science/Business Science, Certified Financial Planner, Regulatory FAIS Exams Preferred Qualification
FPI (Financial Planning Institute) membership (Essential Certifications
Contribute to a culture conducive to the achievement of transformation goals
Participate and support corporate social responsibility initiatives
Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
Deliver on due dates through the timeous documenting and scheduling of reviews.
Focus on eliminating waste and optimising vendor expenditure by managing the billing analysis and audit process.
Obtain cost efficiencies by promoting competition as a mechanism
Define the savings that could be extracted; by advising and guiding internal stakeholders on the management thereof.
Ensure all successes are communicated to Group Technology through the various publications (e.g. Full View; Engage)
Actively working towards building a network across all areas in GT and understanding the end to end service.
Identify problems or known errors and record incidents resulting from incident data for which a structural solution has to be found.
Determine the root cause; by reviewing the problem resolution with specialist staff and reference the relevant supporting documentation.
Monitor and follow up on issues raised that might cause possible compliance and risk issues by documenting and reporting issues to the relevant stakeholders as well as tracking and monitoring solutions.
Document all successes for future reference and lessons learned.
Manage quarterly reviews
Produce and distribute Management reports
Use; establish and maintain effective working relationships with other employees; including external stakeholders; through the use of customer service skills.
Meet client needs by sending necessary communications to the targeted audience
Build and maintain relationships by ensuring that all data on the Information Technology Service Management Catalogue is updated and communicated
In : Banking
Tags: wealth manager (mkt101)