Conova Vacancies 2022 Apply For Junior Wealth Manager Jobs In Cape Town, Western Cape

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Conova Vacancies 2022 Apply For Junior Wealth Manager Jobs In Cape Town, Western Cape

Job Seekers Who Are Eager To Get Junior Wealth Manager Job in Conova Vacancies, and Willing To Work Then This is Great Careers News For You | Junior Wealth Manager Vacancies Are Now Available on Conova Careers Portal | Conova Vacancies Claims Around R 300,000 per year Good Salary For Junior Wealth Manager Jobs | Can Apply For Conova Job Vacancies 2022 | South African Government Jobs Vacancies in Cape Town, Western Cape | Stay Connected With Us For Upcoming Conova Job Vacancies in Cape Town Latest Updates.

Read Carefully The Complete Details of Junior Wealth Manager Jobs Before Applying To Conova Vacancies 2022 | Brief Information Is Given Below, Scroll Down This Page To Get More Details.

Conova Vacancies 2022 – Highlights of Junior Wealth Manager Vacancies in Cape Town?

Required Company »» Conova Careers

Job Profile »» Junior Wealth Manager

Salary »» R 300,000 per year

Jobs Type »» Full Time

Job Located »» Jobs In Cape Town

Job’s Location »» Cape Town, Western Cape

Last Date »» Ongoing

Conova Junior Wealth Manager Vacancies Description?

Key Responsibilities:

Check and maintain the existing Client File:

  • Check and ensure all required compliance documentation is up to date and on file.
  • Check and ensure client has been loaded and approved on Eas-eFICA (system for online client due diligence)
  • Check and ensure client details on record with applicable service providers is up to date and accurate.
  • Where applicable obtain the information necessary to compile a Balnce Sheet and Income and Expenditure Statement for the client.

Meet the Client:

  • Set up annual meetings or interactions with the client to update them on their business.
  • During the initial hand-over period a senior wealth manager will also attend these meetings

Prepare Recommendations:

  • Use the meetings to identify areas for planning
  • Undertake research to identify suitable solutions to meet the clients needs
  • Consider suitability of the clients current investment strategy specifically regarding the clients chosen behavioural risk profile.
  • Implement model portfolio investment strategies where not already in place
  • Prepare draft recommendations based on the above
  • During the initial hand-over period these draft recommendations must first be discussed with the senior wealth manager before being shown to the client who must then approve

Implementing Recommendations:

  • Prepare suitable correspondence with the agreed recommendations and communicate with client for final approval
  • Complete application/ proposals forms
  • Implement the changes as approved
  • Confirm changes to the client

Primary Wealth Manager:

  • Overtime become a primary wealth manager on each client account, a first point of contact for the client within the business, deal effectively with all client queries related other parties through effective and timely communication
  • Establish and build a strong relationship with each client and use this to drive additional business or share of wallet
  • Also use client relationship to extract strong client referals for additional business

Investment Committee:

  • The Investment Committee meets quarterly to discuss following:
  • General market conditions
  • Expectations for the following quarter
  • Full review of all investment strategies
  • Discussion of changes to underlying fund manages selected if applicable
  • You will be given the opportunity to add value in these meetings.

Skills Required:

  • You are appropriately qualified ( B Com, CFP, CA(SA)
  • You have 1-3 years experience in wealth management dealing directly with clients
  • You are nurturing individual that is happy in a “farming” role as opposed to a role which is sales focused
  • You are motivated to follow a career in wealth management and have a willingness to follow steep learning curve
  • You are highly organised, methodical, and disciplined
  • You can multi-task and prioritise effectively
  • You are analytical and have problems solving skills
  • You have excellent inter-personal skills, both written and verbal
  • You are a team player but can also work independently where required

How To Apply For Conova Vacancies 2022

First of All Click On Apply Now Button Given For Conova Vacancy.
Then Login Your Account Or Create A New Account, Collect The Required Self-attested Documents And Fill In Your Basic Details.
Upload Your Scanned Photo And Documents. Junior Wealth Manager Application Preview, Correct Any Mistakes Or Omissions.
After Verifying The Application Pay The Fee If Mentioned.
And Take A Screenshot From Your Personal Desktop Or Mobile For Future Use.

Apply Now Here

FAQs For Conova Vacancies 2022

Que.1:- What Is Conova Vacancies 2022?

Conova Vacancies 2022 is An Organization Based in Cape Town, Which Every Year Indeed Jobs in South Africa.

Que.2:- What Is The Current Vacancy In Conova Vacancies 2022?

The Current Vacancy In Conova Vacancies 2022 Is That Of Junior Wealth Manager.

Que.3:- What Is The Salary Of Conova Junior Wealth Manager Vacancies?

The Salary Of Conova Junior Wealth Manager Vacancies Is Around R 300,000 per year.

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