Advisory Specialist Wealth at Absa Group

  • Finance Jobs In South Africa ,Accounting Jobs In South Africa
  • Full time
  • 8 months ago
  • South Africa
  • Salary Rand 4000-5000 / Monthly
  • Shift Full Time
  • Job Qualifications Bachelor
  • Number of vacancies 5 openings
  • Job experience 5 years
  • Job level Officer

Job Description

Absa Group South Africa is looking for a Advisory Specialist Wealth Manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors.

The responsibilities of Wealth Managers include relationship management, helping clients with account details, and providing advice on financial investments.

To be successful as a Wealth Manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch Wealth Manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

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Duties & Responsibilities

  • Providing advisory/fiduciary services to ultra high net worth clients in collaboration with Wealth Bankers/Wealth Investment Managers on financial planning matters that fall within the ambit of the Financial Planning environment, with specific reference to Estate, Retirement and Insurance (business and personal) Planning and structuring.
  • Assist in drafting Estate Planning, Business Assurance proposals, insurance quotes, trust audits, will review documents, etc.;
  • Giving effect to the estate planning solutions identified in the proposals, either personally or by way of referral to external provider;
  • Providing advice and/or drafting of Wills and Trusts: alternatively to ensure that Wills and Trusts drafted by ABSA Trust are according to the client’s needs and instructions given to Absa Trust;
  • Support technical interpretation and usage of wealth planning and structuring vehicles.
  • Consulting directly with clients and related Bankers/Investment Managers/International investment advisors;
  • As part of a national multi-disciplined Centre of Excellence, to assist other specialists with experience and knowledge, as well as peer-reviewing any written advice to clients;

Desired Experience & Qualification

  • Bachelor’s degree: LLB
  • Post graduate diploma in financial planning – CFP designation
  • Post graduate qualification in taxation is advantageous
  • Memberships: FPI, FISA, STEP are advantageous

Education

  • Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)

Mode of Application

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How to apply: Absa Group South Africa

Pre-Employment Assessments:

All applicants who meet the above criteria will be required to undergo job related assessments to establish suitability for placement, this includes a verification of qualifications.

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