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Bellville: SENIOR WEALTH MANAGER

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Job Description

About the Role

An established insurance company is seeking a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for a professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients, providing ongoing financial advice, and ensuring compliance with regulatory requirements.

Key Responsibilities

  • Client Portfolio Reviews: Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards.
  • Conducting Client Reviews: Ensure timely submission of review reports in alignment with company guidelines.
  • Servicing Existing Clients: Provide ongoing financial advice to clients, in collaboration with Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values.
  • Processing Client Instructions: Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers.
  • Addressing Client Concerns: Address and resolve client concerns, queries, requests, and complaints pertaining to their portfolios.
  • Facilitating New Business: Proactively identify new business opportunities and promote the full range of services and products offered by EFG.
  • Leadership & Support: Collaborate with service providers to address and resolve client service issues.
  • General Administration: Document all client interactions promptly after completion, maintain and update client records and databases, including static data.

Requirements

  • Formal Education: BCom
  • CFP Accreditation
  • RE Qualification

Qualifications

None mentioned in the original job description.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Cape Town City Centre

In Cape Town City Centre, the accounting and finance sector is generally thriving, with a high demand for skilled professionals to support various industries. Typically, companies in this sector are looking for individuals with strong analytical skills, attention to detail, and excellent communication abilities.

When it comes to salary expectations, it’s common for accounting and finance roles in Cape Town City Centre to fall within the broad range of R500 000 to R1,5 million per annum, depending on factors such as experience, company size, and industry sector. However, please note that actual salaries can vary significantly, and this is only a general guideline.

In terms of common skills required for accounting and finance roles in Cape Town City Centre, typically these include proficiency in financial software (such as QuickBooks or Xero), strong analytical and problem-solving skills, excellent communication and interpersonal skills, attention to detail, and the ability to work well under pressure. Other common skills include knowledge of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS), as well as experience with budgeting, forecasting, and financial analysis.

The accounting and finance sector is commonly found in various industries, including financial services, technology, manufacturing, and retail. These roles often involve providing financial support to businesses, managing financial data, and ensuring compliance with regulatory requirements.

For career development, common progression paths for accounting and finance professionals in Cape Town City Centre include moving into senior roles such as financial controller or head of finance, or transitioning into related fields such as taxation, auditing, or business consulting. Typically, these roles require further education and training, such as a postgraduate diploma or degree in accounting or finance.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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