Wealth Relationship Manager

Job summary

The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.

Key areas of responsibility:

Duties include, but are not limited to:

1. Product Knowledge

• Full understanding of Investment Products, including but not limited to:
  • Living annuities
  • Life annuities
  • Retirement annuities
  • Preservation funds
  • Discretionary investments
  • Endowments
  • Tax free savings investments

2. Value Chain Management

• Maintain relationship with clients.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
• Propose solutions that meet each client’s goals, needs and objectives.

3. Prepare Portfolio Reviews

• Prepare reviews for clients as per the required frequency indicated on the CRM.
• Ensure portfolio reviews are prepared within the required SLA timeframes.
• Reviews should be accurate and in the correct format and design.
• All reviews to be captured on the CRM management system in the prescribed expectations.
• Reviews to be discussed with clients and feedback to be captured on the CRM.
• Review client Wills annually.

4. General Administration

• Assist with switches, withdrawals and general enquiries;
• General Tax related assistance;
• Manage Annual Fee renewals;
• Manage Section 37 & 14 Transfers;
• Authorise Investec CCM payments;
• Assist with any new business after initial client onboarding;
• Ensure that all administration and communication relating to client is captured on the CRM.

5. Qualifications

• Bachelor’s degree (Investments/Financial Planning)
• Postgraduate Diploma in Financial Planning (Advantageous)
• Regulatory Examination (RE5) (Completed)

6. Soft Skills Competencies

• Attention to detail
• Effective communication skills
• Deadline driven