Permanent
Private Wealth Manager
Unknown, Unknown
unknown
Closing date not listed
About this role
Finance/Accounting - Finance/Accounting Management
Western Cape
FULL TIME
Job Summary
Private Wealth Manager
Seniority Level: Mid Career (4 - 6 yrs exp)Type: PermanentLocation: CPT - Northern Suburbs
Duties and Responsibilities
* Sales:
+ Contacting potential clients and setting up initial meetings.
+ Identify and pursue new business opportunities through lead generation, prospecting, and networking.
+ Build and maintain strong relationships with key clients and stakeholders to drive customer satisfaction and loyalty.
+ Promoting and selling financial products to meet negotiated sales targets.
+ Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
+ Design product functionality with reference to available solutions as per Carrick’s product and investment guide.
* Client Servicing:
+ Contact clients on a quarterly basis to determine any changes in their financial circumstances and provide feedback on current portfolio status.
+ Ensure exceptional client servicing by understanding customer needs, addressing inquiries, and resolving issues effectively.
+ Conduct regular meetings and reviews with key clients to assess satisfaction levels and identify upselling or cross-selling opportunities.
+ Review and respond to clients' changing needs and financial circumstances.
+ Contact clients with updates on new financial products or changes to legislation affecting their savings and investments.
+ Monitor financial market trends to ensure effective plans and identify necessary updates.
* Financial Planning:
+ Provide unbiased and professional advice in the best interest of clients.
+ Analyze financial information to recommend strategies and solutions to help clients meet their financial goals.
+ Produce financial reports and offer expert financial advice, retirement and estate planning, and tax planning.
+ Research and investigate investment opportunities fitting into financial plans.
+ Maintain detailed knowledge of investment, risk, retirement, and estate planning alternatives.
* Risk Management:
+ Complete client risk analyses and act within regulatory requirements.
* General:
+ Attend product provider meetings to keep updated with financial products and legislation.
+ Honor all meetings and engagements.
+ Continue professional development in Financial Services with accredited institutions.
Carrick Financial Services
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