Client Relationship Specialist - Wealth Management 2024-05-10 - 2024-06-09 DUR003060 Admin, Office & Support Finance & Insurance Umhlanga. Completed RE5 and FSP licence with2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship Specialist position with bespoke concern within the Wealth Management industry with local and international clients. The role requires dealings with existing clients. Attend to all existing client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figuresLiaison with all clients allocated to the Wealth Specialist teamMaking and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviewsChecking of all deal packs and will applications to ensure that they are completed correctly and in fullConducting client reviews in a FAIS compliant manner; conducting a full review taking into account a full needs analysis and any changes in the client circumstancesAchievement of targets Attend to all existing client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figuresLiaison with all clients allocated to the Wealth Specialist teamMaking and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviewsChecking of all deal packs and will applications to ensure that they are completed correctly and in fullConducting client reviews in a FAIS compliant manner; conducting a full review taking into account a full needs analysis and any changes in the client circumstancesAchievement of targetsRequirements: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 planningRecognised FSCA tertiary qualificationCompleted or studying towards a Postgraduate Diploma in Financial Planning (PGDFP) would be an advantageWritten and passed Representative (RE5) Exam and currently on an FSP's license as a Representative giving advice and providing an intermediary serviceLicensed 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 requirementsValid driver’s license#J-18808-Ljbffr