Menu Close

Bellville: Senior Wealth Manager posted by Hire Resolve



Hire Resolve



Western Cape



Other Finance/Accounting

Job Description

Senior Wealth Manager | Bellville, Cape Town

Hire Resolve is seeking a highly skilled and client-centric Senior Wealth Manager to join a premier financial services firm in Bellville. This role is vital for providing comprehensive financial advice and strategic portfolio management to an existing client base while driving new business growth.

 Key Performance Areas:

  • Portfolio Reviews: Analyze client portfolio performance and prepare detailed review reports in strict accordance with company standards and policies.

  • Client Advisory: Provide ongoing financial advice regarding risk, market trends, investment benchmarks, and insured values in collaboration with the Wealth Planner.

  • Instruction Management: Efficiently process and implement client instructions for switches, repurchases, maturities, and Section 14 or Section 37 transfers.

  • Estate & Tax Support: Assist clients with tax-related queries and support the preparation of wills and estate execution in partnership with appointed executors.

  • Business Development: Proactively identify and secure new business opportunities by promoting the full range of EFG services and products.

  • Compliance & Administration: Maintain accurate client databases and ensure 100% compliance with FICA, FAIS, and POPIA legislative requirements.

Requirements:

  • Education: A relevant 3-year degree is essential. A Postgraduate Diploma in Financial Planning (CFP designation) or an RE qualification is highly advantageous.

  • Experience: Approximately 5 years of experience within the financial services industry. Prior experience as a Wealth Manager or Paraplanner is preferred.

  • Language: Fluency in both English and Afrikaans is required to serve the client base effectively.

  • Technical Skills: Proficiency in Microsoft Office Suite and a solid understanding of service provider products and online platforms.

  • Competencies: Strong ability to multitask in a fast-paced environment, excellent organizational skills, and a professional, consultative marketing attitude.

Position Details:

  • Location: Bellville, Cape Town.

  • Remuneration: Market Related

  • Employment Type: Permanent/Onsite

Ready to elevate your career in wealth management?

? Email your CV to .za

? Visit .za

Please email your CV and all supporting certificates/qualifications/ID, alongside a short video introducing yourself (2 Minutes MAX)

How to Apply

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

About Other Finance/Accounting Jobs in Western Cape

In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.

When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.

Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.

Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.

For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.


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



GO APPLY NOW

Safe & secure application process

Explore More Opportunities


Jobs in Bellville

Jobs in Western Cape

Other Finance/Accounting Jobs

Hire Resolve Jobs


Get Job Alerts

Never miss a job! Get daily alerts matching your preferences.

📧 Why Subscribe?

  • Get notified instantly when new jobs match your criteria
  • No registration required - just your email
  • Daily digest of relevant opportunities
  • Free forever - never miss your dream job
  • Unsubscribe anytime with one click
We'll never share your email with anyone
Leave blank for all locations
We'll send you a daily summary of new matching jobs
🔒 Privacy Guaranteed
Your email is safe with us. We only send job alerts and never spam. Unsubscribe anytime with one click. No registration, no account required.


Jobseeker Tip

Apply early, keep your CV ready, and search using both job title and location. Example: Admin Johannesburg.

Interview tips

Related Jobs

Check back soon for related job recommendations!

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Bellville, Jobs in Cape Peninsula, Jobs in South Africa, Jobs in Western Cape
Tagged , ,

More Jobs in Your Area