Job Description
About the Role
An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship-driven professional with solid wealth management expertise to advance their career within a respected organisation. You’ll take ownership of an existing portfolio of clients, providing high-quality advice and building long-term partnerships.
Key Responsibilities
- Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards.
- Conduct client reviews and ensure timely submission of review reports in alignment with company guidelines.
- Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values.
- Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers.
- Address and resolve client concerns, queries, requests, and complaints pertaining to their portfolios.
- Facilitate the opening of CCM accounts and authorize payments as required.
- Assist clients with tax-related queries.
- Support clients in preparing and signing wills and assist with estate execution in collaboration with the appointed executor.
- Uphold and apply the principles of the Treating Customers Fairly (TCF) Policy in all client interactions.
- Proactively identify new business opportunities and promote the full range of services and products offered by EFG.
- Collaborate with service providers to address and resolve client service issues.
- Document all client interactions promptly after completion.
- Maintain and update client records and databases, including static data.
- Ensure compliance with FICA and FAIS legislative requirements.
Requirements
- Formal Education: BCom
- Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.
- Communication Skills: Verbal and written communication, in English and Afrikaans, at all levels.
Qualifications
CFP Accreditation
RE Qualification
Salary & Benefits
Salary details not specified.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Banking Jobs in Western Cape
The Western Cape is home to a thriving banking industry, with a diverse range of roles available across various sectors. Typically, the job market in this field is characterized by strong demand for skilled professionals, particularly in areas such as financial analysis and risk management. Generally, banks and financial institutions in the region offer competitive salaries and benefits packages to attract top talent.
The salary range for banking positions in the Western Cape can vary widely depending on factors such as experience, company size, and industry sector. Commonly, entry-level roles may command salaries ranging from R500 000 to R800 000 per annum, while senior positions can fetch salaries between R1 million to R3 million or more. However, it’s essential to note that these are broad estimates and actual salaries may differ significantly depending on individual circumstances.
Common skills required for banking roles in the Western Cape include proficiency in financial software, analytical thinking, communication skills, and attention to detail. Additionally, knowledge of financial markets, regulatory requirements, and risk management techniques is highly valued. Often, candidates with a degree in economics, finance, or accounting are well-suited for these types of roles.
The banking industry in the Western Cape commonly employs professionals from various sectors, including financial services, technology, manufacturing, and business services. The region’s strong economy and growing financial sector have created a high demand for skilled bankers and financial specialists.
For those interested in pursuing a career in banking, it’s essential to consider opportunities for professional development and growth. Typically, banks offer training programs and mentorship schemes to help employees develop their skills and advance in their careers. Often, career progression paths may involve roles such as portfolio management, risk analysis, or business development, while senior positions can lead to executive-level appointments or entrepreneurship. By focusing on developing key skills and building a strong network, job seekers can increase their chances of success in this dynamic and rewarding field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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