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Bellville: SENIOR WEALTH MANAGER posted by HR Option

Bellville: SENIOR WEALTH MANAGER posted by HR Option

Posted on 2025-08-28 00:00:00

Employer HR Option
Category Banking
Location Western Cape  / Bellville

Job Summary

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation.

The wealth manager will manage an existing portfolio of clients for a fixed salary.

Your:

  • Formal Education:
    • BCom
    • Post Graduation Diploma in Financial Planning
    • CFP Accreditation
    • RE Qualification
  • Experience:
    • ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.
    • Verbal and written communication, in English and Afrikaans, at all levels

will nable you to do the following duties:

  • Client Portfolio Reviews
    • 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.
  • Servicing of Existing Clients
    • 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.
    • Demonstrates a good understanding of shares and offshore investment processes.
  • Generating New Business
    • Proactively identify new business opportunities and promote the full range of services and products offered by EFG.
    • Responsible for compiling estate duty calculations, risk cover, and investment proposals.
  • Leadership & Support to Wealth Team
    • Oversee Junior Wealth Managers to ensure adherence to supervision compliance requirements.
    • Identify training needs within the Wealth Team and coordinate necessary training sessions.
    • Conduct quality control on the outputs of Wealth Managers to maintain high standards of client service and portfolio management.
    • 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.
    • Ensure compliance with FICA and FAIS legislative requirements.
View Job  Johannesburg: Finance Risk Regulatory Reporting Analyst (5-6 months_ - Banking / Financial services posted by Isilumko Staffing

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