Job Description

Job Summary Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside world, including clients, prospects and partners. In your role as Wealth Manager, you would be responsible for servicing a number of your own clients which would be allocated to you during the first few months. You will be responsible for every aspect of that clients care, from administration and reporting to advice and execution. You would also be required to assist the senior advisors with the servicing of their larger and more complex clients. This could involve preparing reports, presentations, mandates and other documentation, as well as participating in meetings with those clients as required. This will be a demanding role but also very rewarding one, with plenty of opportunity for learning and growth. Tasks associated with this role include but are not limited to: - Providing sound financial advice to clients - Growing the AUM of your client base by farming existing clients and nurturing prospective clients - Preparation and presentation of client reports, statements, financial needs analysis, etc. - Handling administrative tasks and liaising with our partners in order to facilitate transactions - Assisting management with preparation for key client meetings (presentations, reports, etc.) - This is a central role to the business and involves interaction with clients, partners and internal staff at all levelsThe Recruitment CouncilRecruiter

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