WEALTH MANAGERS – TWO ROLES AND ONE PM – TEAM CAN MOVE – PERHAPS A BUSINESS FOR SALE? – REF9765

R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS

Our client follows a disciplined investment approach to protect and grow the wealth of their clients through services such as portfolio management, investment advisory service, stockbroking, derivatives, tax & fiduciary and offshore investments. Their products and services cater for the bespoke needs of High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, and legal entities now and for generations to come. They  have 25  offices globally . They are committed to excellence and as a result, place strong emphasis on client experience, investment performance and most importantly on developing their people creating both an inspirational and aspirational client centred work environment for their people.

The company crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. They offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading. At the company, their clients are at the core of everything they do.

JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be responsible for acquiring, managing and growing high-net-worth client relationships through the provision of holistic wealth management solutions;
• You will be required to be a commercially driven professional who can identify client needs, provide strategic wealth advice and contribute to the growth of the wealth management business;
• You will be required to acquire, manage and grow relationships with high-net-worth private clients;
• You will be required to build and grow a profitable client book through new client acquisition;
• You will be required to provide holistic wealth management, investment and financial planning solutions;
• You will be required to conduct regular client reviews and provide strategic wealth advice;
• You will be required to identify opportunities to expand existing client relationships and grow revenue;
• You will be required to develop a deep understanding of client financial objectives and wealth planning needs;
• You will be required to work closely with portfolio managers and specialist teams to deliver integrated wealth solutions;
• You will be required to build and maintain relationships with professional intermediaries and referral partners;
• You will be required to monitor financial market developments and their impact on client portfolios;
• You will be required to ensure compliance with all relevant regulatory, governance and policy requirements.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You have a strong sales and business development track record;
• You have proven ability to acquire new clients and grow revenue;
• You have solid relationship-building and networking capability;
• You have the ability to identify client needs and provide appropriate wealth solutions;
• You have a strong understanding of financial planning, investment management and wealth management principles;
• You are commercially astute with a client-centric approach;
• You have high levels of credibility and professionalism when engaging with affluent clients and professional advisers;
• You have a good understanding of investments, wealth management and financial markets;
• You have the ability to assess client needs and provide holistic wealth management solutions;
• You have outstanding client relationship management capability;
• You have honed business development and networking skills;
• You have excellent presentation, influencing and communication (verbal and written) skills in English;
• You have sound commercial judgement and decision-making ability
• You have an entrepreneurial mindset;
• You have strong numerical and analytical orientation;
• You are results-driven with a strong sense of ownership and accountability;
• You have exceptional client focus and service orientation;
• You are highly organised and detail-oriented;
• You have strong interpersonal skills;
• You are resilient and able to perform effectively under pressure;
• You have a learning agility and intellectual curiosity;
• You have professional confidence and maturity.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a B.Com honours / CA(SA) / CFA / MBA / LLB;
• You have a CFP qualification – this would be a distinct advantage;
• You have a higher diploma in tax – this would be a distinct advantage;
• You have a FAIS representative status and RE5, where applicable;
• You have proven experience within private client wealth management, financial planning or investment management;
• You have demonstrated success in acquiring and managing high-net-worth client relationships;
• You have a proven ability to develop and grow a profitable client book.
• You have existing high-net-worth client network and/or transferable client book – this would be a distinct advantage.

This is a relationship that would work for a highly successful wealth manager or managers who would like to have and own business in the security of a larger house who provide all the support; leads and branding to ensure you can woo clients with confidence to this house. Will allow you to do your job and not worry with regard to admin, compliance, marketing etc. Each relationship and deal is tailor made!