Wealth Manager
Core
Provide holistic, data-informed integrated financial advice and investment solutions to high-net-worth clients to achieve their financial goals.
Role type
Senior Wealth Manager (IC)
Builds
Custom wealth portfolios, financial plans, and risk/investment proposals for high-net-worth individuals.
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, investment planning, risk management, estate planning, cash management, sales target achievement, client education, financial analysis, external networking, alliance building
Preferred skills
CAT 2 license, advanced financial modeling
Technologies
FirstRand approved investment and risk solutions tools
Responsibilities
Identify client opportunities to meet sales targets for approved investment solutions; Educate clients on products to ensure retention and expand the client base; Analyze client financial data to develop financial plans; Formulate proposals for cash management, risk, investment, and estate planning; Provide regular client reports against service level agreements; Maintain high-quality advice aligned with investment philosophy; Contribute to competitive edge through networking and benchmarking.
Seniority
Senior, managerial level