| Date | 2024-11-02 |
|---|---|
| Job Title | Wealth Manager – Cape Town |
| Employer | HR Option More Information |
| Salary | 37500 |
| Category | Finance Accounting |
| Location |
Western Cape / Bellville |
Job Summary
The Wealth Manager is responsible for:
- Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
- Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.
Your:
- Formal Education:
- BCom
- Post Graduation Diploma in Financial Planning
- CFP accreditation would be advantageous
- RE Examinations completed
- Experience:
- 5 years in a Wealth Management role
- Verbal and written communication, in English and Afrikaans, at all levels
will nable you to do the following duties:
- Client Portfolio Reviews
- Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;
- Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;
- Servicing of Existing Clients
- Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values, etc.;
- Process and implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;
- Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios;
- Opening of CCM Accounts and authorisation of payments;
- Assist Clients in general Tax matters as well as obtaining Tax certificates, etc.;
- Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.
- Ensure that the principles of the TCF Policy are applied in all interactions with clients;
- Generating New Business
- Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;
- Compilation of proposals for, and Implementation of instructions from clients;
- Leadership & Support to Wealth Planner
- Assist the Wealth Planner in the mentoring and supervision of the Wealth Assistant to ensure supervision and other legal compliance requirements;
- Assist the Wealth Planner in the identification of training requirements for the Wealth Assistant and provide input for the Performance Appraisal Evaluation of the Wealth Assistant ;
- Assist the Wealth Planner in the quality control of work outputs of the Wealth Assistant to ensure high standards of client service and portfolio management;
- Liaison with Service Providers to resolve problems in client service;
- General Administration
- Recording of all client interaction upon completion of such interaction;
- Maintain and update client records and database including static data;
- Ensure compliance with FICA and FAIS legislation.
Wealth Manager – Cape Town position available in Western Cape, Bellville. This job position was posted by HR Option. The job has been posted as a premium ad on 2024-11-02 at 09:10:19 in the Finance Accounting category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Newcastle: Wealth Manager (Hybrid)
Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Johannesburg: Senior Wealth Manager
Our client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a compe
View Job
Senior Wealth Manager
Johannesburg: Wealth Manager (Hybrid)
Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client`s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Durban: Wealth Manager (Hybrid)
Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Johannesburg: Wealth Manager
A fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifes
View Job
Wealth Manager
Pretoria: Wealth Manager (Hybrid)
Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Port Elizabeth: Wealth Manager (Hybrid)
Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Bellville: Wealth Manager – Cape Town
The Wealth Manager is responsible for: Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; Support to Wealth Planners in terms of generating new business and preparing proposals for new and exist
View Job
Wealth Manager – Cape Town
Cape Town: Assistant Financial Manager posted by IGrow Wealth Investments
IGrow Group of Companies, South Africa`s #1 Property Investment Company is looking for a dynamic and forward-thinking Assistant Group Financial Manager to join their team in Cape Town.Job SummaryThe Assistant Group Financial Manager will support the Group
View Job
Assistant Financial Manager
South Africa: Wealth Manager | Port Elizabeth posted by The Recruitment Council
Our client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team. This is a unique opportunity to advance your career with a forward-thinking financial institution, renowned for its exceptional service
View Job
Wealth Manager | Port Elizabeth
Cape Town: Wealth Manager | Cape Town posted by The Recruitment Council
Role: Wealth Manager Category: Banking Location: Cape Town Salary: R 750 000 - R 2 000 000 Per Annum Our client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team. Our client is made up of unique ta
View Job
Wealth Manager | Cape Town
South Africa: Wealth Manager (Hybrid)
Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Bellville: Wealth Manager – Cape Town posted by HR Option
The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existin
View Job
Wealth Manager – Cape Town
Johannesburg North: Senior Wealth Manager posted by Network Finance
Our client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a compe
View Job
Senior Wealth Manager
Johannesburg North: Wealth Manager posted by Network Finance
A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifes
View Job
Wealth Manager
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
