Wealth Manager | Claremont

SUMMARY:
Wealth Manager | Claremont

POSITION INFO:

The main purpose of the Wealth Manger is to tell the story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLA’s and to work together to increase the business AUM as per company strategy.

This is done by regular update in industry knowledge, working with the team of WM’s and coordinating administration of client book with the WMA.

Experience required

Proven and relevant experience of giving advice and holistic financial planning to high-net-worth clients

Educational required

Relevant degree from a reputable institution.
Professional registration (if applicable) CFP (non-negotiable)
Computer Literacy MS Word, Excel & PowerPoint, XPlan or other industry related packages

Personal profile and competencies

Tenacity, sales ability, Interpersonal skills, Initiative, organisational ability, professional presentation skills, flexibility, commitment, attention to detail, accuracy, people management, empathy, emotional intelligence

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