Multinational Bank Wealth Manager / Associate Wealth Manager

Multinational Bank Wealth Manager / Associate Wealth Manager

Multinational bank

Job Title: Wealth Manager / Associate Wealth Manager

Job Ref: 6173

Reports to: Regional Head Wealth Relationship Management
 

Direct Reports: Relationship Manager
 

Responsibilities

• Have the technical knowledge to provide the holistic financial planning service to high Net-worth clients.
• Investments (on- and offshore), estate, and retirement planning, Trust & Fiduciary with the intention of increasing Assets Under Management.
• Be able to ‘hunt’ for new clients (market Private Clients) as well as maintain relationships on an ongoing basis.
• Responsible for the profitability of the team and take-on of all new clients
• Increasing lending fees and assets under management.
• To remain complaint with all legislation pertaining to financial planning, i.e. FAIS, FICA etc.

Qualifications

• Understanding of the Private Client’s market client profile and lifestyle.
• Understanding and the correct application of the PC strategy, process/ philosophy.
• Sound knowledge of the full product spectrum as relevant to the Private Clients market, including features, benefits, pricing, product combination possibilities for optimum use and relationship to other more specialized products.
• Knowledge of equivalent competitor products and services.
• Up to date with high level appreciation of market forces and financial trends (local and international) and how these impact Standard Banks clients.
• Thorough understanding of Lending Principles (Balance sheet Opti.
• Ability to interpret financial statements, management accounts, budgets and cash flows for all types of legal entities.
• Knowledge of the Financial Advisory and Intermediary Services Act.
• Minimum 5 Years banking experience in Private Banking, Financial Planning or Relationship Management. 

How to Apply

Apply by noon, 11th May 2015 to recruit@manpowerservicesgroup.com quoting the job reference number and indicate your current or past gross monthly salary.