Wealth Manager

  • Aquarius Recruitment Specialists
  • Cape Town, South Africa
  • Oct 11, 2018
Permanent Banking Investment

Job Description

Purpose of the Role:
To manage clients wealth needs through an ongoing advisory process to achieve the company’s strategic goals of client centricity and revenue generation; as per the business strategy.

Job Responsibilities:
• Contribute to a culture conducive to the achievement of transformation goals by participating in building initiatives (e.g. staff surveys etc.)
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
• Deliver on due dates through the timeous documenting and scheduling of reviews.
• Focus on eliminating waste and optimising vendor expenditure by managing the billing analysis and audit process
• Obtain cost efficiencies by promoting competition as a mechanism
• Define the savings that could be extracted; by advising and guiding internal stakeholders on the management thereof
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions
• Understand and embrace the company vision and demonstrate the values through interaction with team and stakeholders
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frame
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team
• Ensure all successes are communicated to Group Technology through the various publications ( e.g. Full View; Engage)
• Actively working towards building a network across all areas in GT and understanding the end to end service
• Oversee service level agreements by managing and tracing the SLA reviews and by updating appropriate registers and plans accordingly
• Identify recurrent incidents and incidents that are not yet matched to existing incident data through the Analysis of incident data
• Identify problems or known errors and record incidents resulting from incident data for which a structural solution has to be found
• Determine the root cause; by reviewing the problem resolution with specialist staff and reference the relevant supporting documentation
• Monitor and follow up on issues raised that might cause possible compliance and risk issues by documenting and reporting issues to the relevant stakeholders as well as tracking and monitoring solutions
• Ensure that the databases are updated and deadlines are met
• Document all successes for future reference and lessons learned
• Manage quarterly reviews and recognition though communication thereof
• Manage the implementation of the Knowledge Management Plan and systems; policies and processes
• Promote Knowledge Management principles; processes and procedures to encourage collaboration and information sharing
• Produce and distribute Management reports by collating the required information
• Ensure contract process is followed by working in close relation with the Vendor Management and contracting office
• Ensure the availability of reliable and secure knowledge; information and data throughout the Service Lifecycle
• Use; establish and maintain effective working relationships with other employees; including external stakeholders; through the use of customer service skills
• Meet client needs by sending necessary communications to the targeted audience
• Build and maintain relationships by ensuring that all data on the Information Technology Service Management Catalogue is updated and communicated
• Create internal synergy by providing information on progress

People Specification:
• Matric / Grade 12 / National Senior Certificate
• National Certificates and Occupational Awards
Preferred Qualification:
• Commercial degree/diploma e.g. B.Comm/B.Sc Actuarial Science/Business Science, Certified Financial Analyst, Regulatory FAIS Exams

Essential Certifications:
• FPI (Financial Planning Institute) membership
Type of Exposure:
• Built a high performance culture
• Built and maintained stakeholder relationships
• Delivered compliance risk management programmes and advice
• Designed Workforce Planning Solutions
• Developed and Implemented Communications Strategy
• Improved Processes and Culture
• Manage internal process
• Managed Transformation & Innovation
• Managed Governance
• Managed Process Results
• Managed Relationships
• Managed Self and Team
• Managed budget
• Supported Transformation, Change and continued Improvement
• Provided operational support for Governance, Compliance and risk based assurance

Minimum Experience Level:
• Minimum 5 years related experience
Technical / Professional Knowledge:
• Banking knowledge
• Banking procedures
• Business Acumen
• Business principles
• Business terms and definitions
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Decision-making process
• Cluster Specific Operational Knowledge

Behavioural Competencies:
• Continuous Learning
• High-Impact Communication
• Managing Work
• Sales Disposition
• Sustaining Customer Satisfaction
• Technical/Professional Knowledge and Skills

Job Level

Skilled

Salary Range

Negotiable