Analyse performance of client portfolios and prepare review reports according to company policies and standards.

Conduct client portfolio review meetings and ensure timely submission of all reports.

Provide ongoing financial advice in collaboration with the Wealth Planner (risk, market trends, investment performance, benchmarks, insured values).

Process and implement client instructions: switches, repurchases, maturities, surrenders, Section 14 & Section 37 transfers.

Resolve all client concerns, queries, and complaints related to portfolios.

Facilitate opening of CCM accounts and authorise payments.

Assist with tax-related queries.

Support clients with wills, signing, and estate execution alongside the executor.

Apply Treating Customers Fairly (TCF) principles in all interactions.

Identify new business opportunities and promote the full range of EFGs products and services.

Collaborate with service providers to resolve client service issues.

Document client interactions promptly.

Maintain and update client records and databases, including static data.

Ensure compliance with FICA and FAIS requirements.

BCom degree

CFP Accreditation

RE Qualification

Approximately 5 years experience in the financial services industry.

Wealth Manager or Paraplanner experience advantageous.

Own vehicle and valid drivers licence.

Strong understanding of the financial services industry.

Compliance with company policies and style guidelines.

Proficient in Microsoft Office (Word, PowerPoint, Outlook, Excel).

Knowledge of FICA, POPIA, and service provider product platforms.

Strong teamwork and supervisory ability.

Persuasive communication across all levels.

Excellent multitasking, time management, and prioritisation.

Ability to work in a fast-paced environment.

Professional, consultative approach to client engagement.

Strong planning and organisational skills.

High attention to detail.

Results-driven and self-motivated.

Positive attitude and effective problem-solving skills.

Persistent and tenacious.

Contact Hire Resolve for your next career-changing move today

• Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
• Please use “Wealth Manager“ as your subject line when applying via email 

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future

Analyse performance of client portfolios and prepare review reports according to company policies and standards.

Conduct client portfolio review meetings and ensure timely submission of all reports.

Provide ongoing financial advice in collaboration with the Wealth Planner (risk, market trends, investment performance, benchmarks, insured values).

Process and implement client instructions: switches, repurchases, maturities, surrenders, Section 14 & Section 37 transfers.

Resolve all client concerns, queries, and complaints related to portfolios.

Facilitate opening of CCM accounts and authorise payments.

Assist with tax-related queries.

Support clients with wills, signing, and estate execution alongside the executor.

Apply Treating Customers Fairly (TCF) principles in all interactions.

Identify new business opportunities and promote the full range of EFGs products and services.

Collaborate with service providers to resolve client service issues.

Document client interactions promptly.

Maintain and update client records and databases, including static data.

Ensure compliance with FICA and FAIS requirements.

BCom degree

CFP Accreditation

RE Qualification

Approximately 5 years experience in the financial services industry.

Wealth Manager or Paraplanner experience advantageous.

Own vehicle and valid drivers licence.

Strong understanding of the financial services industry.

Compliance with company policies and style guidelines.

Proficient in Microsoft Office (Word, PowerPoint, Outlook, Excel).

Knowledge of FICA, POPIA, and service provider product platforms.

Strong teamwork and supervisory ability.

Persuasive communication across all levels.

Excellent multitasking, time management, and prioritisation.

Ability to work in a fast-paced environment.

Professional, consultative approach to client engagement.

Strong planning and organisational skills.

High attention to detail.

Results-driven and self-motivated.

Positive attitude and effective problem-solving skills.

Persistent and tenacious.

Contact Hire Resolve for your next career-changing move today

• Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
• Please use “Wealth Manager“ as your subject line when applying via email 

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future

Analyse performance of client portfolios and prepare review reports according to company policies and standards.

Conduct client portfolio review meetings and ensure timely submission of all reports.

Provide ongoing financial advice in collaboration with the Wealth Planner (risk, market trends, investment performance, benchmarks, insured values).

Process and implement client instructions: switches, repurchases, maturities, surrenders, Section 14 & Section 37 transfers.

Resolve all client concerns, queries, and complaints related to portfolios.

Facilitate opening of CCM accounts and authorise payments.

Assist with tax-related queries.

Support clients with wills, signing, and estate execution alongside the executor.

Apply Treating Customers Fairly (TCF) principles in all interactions.

Identify new business opportunities and promote the full range of EFGs products and services.

Collaborate with service providers to resolve client service issues.

Document client interactions promptly.

Maintain and update client records and databases, including static data.

Ensure compliance with FICA and FAIS requirements.

BCom degree

CFP Accreditation

RE Qualification

Approximately 5 years experience in the financial services industry.

Wealth Manager or Paraplanner experience advantageous.

Own vehicle and valid drivers licence.

Strong understanding of the financial services industry.

Compliance with company policies and style guidelines.

Proficient in Microsoft Office (Word, PowerPoint, Outlook, Excel).

Knowledge of FICA, POPIA, and service provider product platforms.

Strong teamwork and supervisory ability.

Persuasive communication across all levels.

Excellent multitasking, time management, and prioritisation.

Ability to work in a fast-paced environment.

Professional, consultative approach to client engagement.

Strong planning and organisational skills.

High attention to detail.

Results-driven and self-motivated.

Positive attitude and effective problem-solving skills.

Persistent and tenacious.

Contact Hire Resolve for your next career-changing move today

• Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
• Please use “Wealth Manager“ as your subject line when applying via email 

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future

Analyse performance of client portfolios and prepare review reports according to company policies and standards.

Conduct client portfolio review meetings and ensure timely submission of all reports.

Provide ongoing financial advice in collaboration with the Wealth Planner (risk, market trends, investment performance, benchmarks, insured values).

Process and implement client instructions: switches, repurchases, maturities, surrenders, Section 14 & Section 37 transfers.

Resolve all client concerns, queries, and complaints related to portfolios.

Facilitate opening of CCM accounts and authorise payments.

Assist with tax-related queries.

Support clients with wills, signing, and estate execution alongside the executor.

Apply Treating Customers Fairly (TCF) principles in all interactions.

Identify new business opportunities and promote the full range of EFGs products and services.

Collaborate with service providers to resolve client service issues.

Document client interactions promptly.

Maintain and update client records and databases, including static data.

Ensure compliance with FICA and FAIS requirements.

BCom degree

CFP Accreditation

RE Qualification

Approximately 5 years experience in the financial services industry.

Wealth Manager or Paraplanner experience advantageous.

Own vehicle and valid drivers licence.

Strong understanding of the financial services industry.

Compliance with company policies and style guidelines.

Proficient in Microsoft Office (Word, PowerPoint, Outlook, Excel).

Knowledge of FICA, POPIA, and service provider product platforms.

Strong teamwork and supervisory ability.

Persuasive communication across all levels.

Excellent multitasking, time management, and prioritisation.

Ability to work in a fast-paced environment.

Professional, consultative approach to client engagement.

Strong planning and organisational skills.

High attention to detail.

Results-driven and self-motivated.

Positive attitude and effective problem-solving skills.

Persistent and tenacious.

Contact Hire Resolve for your next career-changing move today

• Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
• Please use “Wealth Manager“ as your subject line when applying via email 

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future

Analyse performance of client portfolios and prepare review reports according to company policies and standards.

Conduct client portfolio review meetings and ensure timely submission of all reports.

Provide ongoing financial advice in collaboration with the Wealth Planner (risk, market trends, investment performance, benchmarks, insured values).

Process and implement client instructions: switches, repurchases, maturities, surrenders, Section 14 & Section 37 transfers.

Resolve all client concerns, queries, and complaints related to portfolios.

Facilitate opening of CCM accounts and authorise payments.

Assist with tax-related queries.

Support clients with wills, signing, and estate execution alongside the executor.

Apply Treating Customers Fairly (TCF) principles in all interactions.

Identify new business opportunities and promote the full range of EFGs products and services.

Collaborate with service providers to resolve client service issues.

Document client interactions promptly.

Maintain and update client records and databases, including static data.

Ensure compliance with FICA and FAIS requirements.

BCom degree

CFP Accreditation

RE Qualification

Approximately 5 years experience in the financial services industry.

Wealth Manager or Paraplanner experience advantageous.

Own vehicle and valid drivers licence.

Strong understanding of the financial services industry.

Compliance with company policies and style guidelines.

Proficient in Microsoft Office (Word, PowerPoint, Outlook, Excel).

Knowledge of FICA, POPIA, and service provider product platforms.

Strong teamwork and supervisory ability.

Persuasive communication across all levels.

Excellent multitasking, time management, and prioritisation.

Ability to work in a fast-paced environment.

Professional, consultative approach to client engagement.

Strong planning and organisational skills.

High attention to detail.

Results-driven and self-motivated.

Positive attitude and effective problem-solving skills.

Persistent and tenacious.

Contact Hire Resolve for your next career-changing move today

• Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: *****@*****.co.za
• Please use “Wealth Manager“ as your subject line when applying via email 

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future