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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth management and financial planning, with a strong focus on client relationship management, investment solutions, and compliance with FAIS requirements. Proficient in CGT calculations, estate planning, and maintaining accurate client records.
Highest-signal resume keywords
Wealth Management ExperienceCFP® QualificationStrong Knowledge of South African Investment PlatformsCGT Calculations CompetencyFluency in Afrikaans
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Needs AnalysisInvestment ProposalsTax-Efficiency CalculationsRetirement PlanningEstate PlanningForeign Exchange TransactionsClient Relationship ManagementMeeting Minutes ProductionAction List CreationOnboarding New Clients
Soft Skills
Excellent Written CommunicationHigh Attention to DetailStrong AccountabilitySound JudgementRelationship Building
Tools & Technologies
LISP PlatformsCRM Systems
Certifications & Qualifications
RE5FAIS Fit-and-ProperCPD Current
Industry Keywords
Wealth ManagementFinancial PlanningPrivate BankingOffshore Investment StructuresBoutique Practice Experience
About the role
Key responsibilities & impact- Prepare for and attend client review meetings alongside the Principal Wealth Manager
- Build financial needs analyses, investment proposals and records of advice in line with FAIS requirements
- Produce structured meeting minutes and action lists promptly after every meeting
- Present portfolio reviews and recommendations to clients, increasingly independently over time
- Research and recommend local and offshore investment solutions across leading LISP platforms
- Support offshore investment and foreign exchange transactions, including SARB allowance processes
- Assist with retirement, estate and succession planning, working alongside fiduciary and tax specialists
- Prepare CGT and tax-efficiency calculations to support proposals
- Act as a day-to-day point of contact for clients between meetings
- Instruct and follow up with the administration team on implementing all client instructions
- Keep client records, FICA documentation and the CRM complete and current
- Maintain a thorough understanding of each client's family, business and financial circumstances
- Support the Principal in deepening existing relationships and engaging the next generation of client families
- Contribute to onboarding new clients and to referral-based growth
- Over time, take increasing ownership of client relationships and become the primary adviser on an allocated panel of clients
Requirements
What you’ll need- 3 to 6 years in wealth management, financial planning or private banking
- RE5 and FAIS fit-and-proper (recognised qualification, CPD current, no debarment)
- CFP® qualification, or demonstrably in progress with a clear completion timeline
- A relevant degree, e.g. BCom Financial Planning, PG Dip Financial Planning, or equivalent
- Strong working knowledge of South African investment platforms and offshore investment structures
- Competency in CGT calculations and a sound understanding of estate and retirement planning
- Excellent written communication across proposals, records of advice and client correspondence
- High attention to detail, strong accountability and sound judgement in client situations
- Fluency in Afrikaans
- Exposure to forex / offshore transfers
- Experience in a boutique or owner-managed practice
- Based in, or within easy commute of, the Helderberg
Benefits
Comp & perks- Salary is negotiable and commensurate with experience and qualifications
- Clear path to greater client ownership