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 Recruiter