Job Title: Junior Wealth Manager
Location Port Elizabeth: Greenacres
Employment Permanent

Position in the organisation Reports to:
Operational Manager: EC

Job objective
The Junior Wealth Manager is responsible for:
• Servicing of existing clients, including Reviews of their Portfolios in terms of company policy;
Duties:
1. Client Portfolio Reviews
1.1 Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;
1.2 Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;

2. Servicing of Existing Clients
2.1 Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market
trends, investment performance, benchmarks, insured values, etc.;
2.2 Process and Implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;
2.3 Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios;
2.4 Opening of CCM Accounts and authorisation of payments;
2.5 Assist Clients in obtaining Tax certificates, etc.;
2.6 Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.
2.7 Ensure that the principles of the TCF Policy are applied in all interactions with clients.

3. Generating New Business
3.1 Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;
3.2 Compilation of proposals for, and Implementation of new business instructions from clients in association with relevant Wealth Planners

4. General Administration
4.1 Recording of all client interaction upon completion of such interaction;
4.2 Maintain and update client records and database including static data;
4.3 Ensure compliance with FICA and FAIS legislation;

Job Evaluation Criteria
Formal Education:
• B.Comm Financial Planning
• Post-Graduation Diploma in Financial Planning (Recommended)


Experience:
• 0 - 2 years relevant experience
Core Requirements:

Competencies:


Knowledge:
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams
• Experience in Wealth Planning & Wealth Managers systems (i.e. Xplan, Iress, etc)
• Knowledge of Service Provider products and their online web sites operations
• Fluent in English and Afrikaans

Skills & Attributes:
• Initiative and proactive
• Enthusiasm and drive
• Persuasive communication at all levels
• Results driven
• Client Service orientated
• Teamwork and supervision
• Attention to detail
• Professional and consultative marketing attitude
• Time management

Only short-listed candidates will be contate