PDF Junior Wealth Manager: Job description - CFA Institute

[Pages:2]Junior Wealth Manager: Job description

We are looking for the following attributes in the ideal candidate:

efficiency analytical thinking self-motivated problem solver organized curiosity a good communicator IT literate

Your role will be to support senior financial planners/wealth managers in drafting financial plans, preparing reviews, supporting ongoing client relationships, reviewing investments, and running special projects.

You need to be able to remain calm under pressure and be able to think on your feet. You need to have a good understanding of our aims and should be able to form healthy relationship with clients.

Tasks include:

Writing Financial Life Plans Performance calculations Cash flow analysis Income projections Fee comparisons and breakdowns Liaising with software company on all developments or problems with financial planning software Loading all client information, assets and cash flows on financial planning software Information gathering on various products or funds and liaising with investment houses Reporting Attend investment presentations or other industry related talks Attend client meetings where necessary Writing economic updates and other industry related articles Basic investment analysis and research Basic estate planning Any other general financial planning support

Requirements:

BComm Hons ? preferably in Financial Analysis or Investment Management CFA/CFP diploma ? or currently working towards one Computer skills required: MS Office including Outlook, Excel, Powerpoint and Word Attention to detail Proficiency in business English

Authorised Financial Services Provider

Ability to work with high-level clients Flexibility and ability to work unsupervised Salary negotiable according to experience and skill Foundation Family Wealth is a leading and fast growing wealth management and financial planning firm. We go beyond traditional wealth management to offer unique solutions and ongoing support to high net worth families and affluent women. We offer a dynamic environment for personal growth. We value excellence, commitment, care and compassion. We work together towards our goal ? providing our clients with a personal and excellent service. If you think that you can contribute to this team, please forward your CV to carmen@foundationfamilywealth.co.za

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