Client Relationship Specialist - Wealth Management

• Attend to all existing client queries and requests
• Handle, maintain, and track of all leads received by the Wealth Specialist
• Maintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures
• Liaison with all clients allocated to the Wealth Specialist team
• Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
• Checking of all deal packs and will applications to ensure that they are completed correctly and in full
• Conducting client reviews in a FAIS compliant manner; conducting a full review taking into account a full needs analysis and any changes in the client circumstances
• Achievement of targets

• 2-5 years’ experience as a Private Client Wealth / Relationship Manager, with experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning
• Recognised FSCA tertiary qualification
• Completed or studying towards a Postgraduate Diploma in Financial Planning (PGDFP) would be an advantage
• Written and passed Representative (RE5) Exam and currently on an FSP's license as a Representative giving advice and providing an intermediary service
• Licensed for the following subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20., 1.4., 1.5., 1.8., 1.9., 1.10., 1.11., 1.12., 1.14., 1.17., 1.18.
• Class of Business training completed as per Company and FSCA requirements
• Valid driver’s license

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