Wealth Manager

Job Description

As an Internal Auditor, you will play a crucial role in safeguarding our financial resources. Your responsibilities will include internal auditing, financial analysis, and compliance checking to support strategic decision-making.

Responsibilities

• Create custom financial portfolios tailored to clients' needs.
• Perform in-depth analysis of financial markets and investment trends.
• Facilitate communication between clients and internal teams.
• Offer estate planning advice, including wills and trusts.
• Prepare and present financial plans to clients.
• Deliver exceptional client service at every interaction.
• Continuously enhance professional knowledge and skills in wealth management.
• Monitor client satisfaction and gather feedback for service improvement.

Requirements

Education

• Bachelor's degree in Business or a related area
• Financial planning certification would be beneficial

Experience

• 2 years of experience in financial advisory services, preferably in wealth management

Technical Skills

• Risk Assessment
• Market Research

Soft Skills

• Negotiation
• Teamwork

Certifications

• Wealth Management Certification

Languages

• English: Fluent
• Zulu: Basic

Advantageous

• Experience with financial software and tools (e.g., Bloomberg): Proficiency in using technology for financial analysis and client reporting.
• Existing client portfolio is an advantage: Having a pre-existing client base can streamline the onboarding process.

Benefits

• Market-related salary with commission structure
• Flexible working options with telecommuting ability
• Support for further qualifications and certifications
• Health and wellness programs

Company Culture

• Continuous Improvement: We foster a culture of continuous improvement, encouraging all employees to seek ways to do their work more effectively.
• Integrity: Upholding the highest standards of professionalism and ethics in all our dealings.
• Diversity and Inclusion: We celebrate diversity and are committed to building an inclusive team.