Job Description
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.
Your:
- Formal Education:
- BCom
- 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 enable 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.
- Generating New Business
- Proactively identify new business opportunities and promote the full range of services and products offered by EFG.
- Leadership & Support to Wealth Team
- 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.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Keep your LinkedIn profile up-to-date and professional - many recruiters use it to find candidates.
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
Centurion: Receptionist/Telesales posted by Creative Leadership Solutions
REQUIREMENTSMinimum education (essential):National Senior CertificateMinimum applicable experience (years):1-3 yearsRequired nature of...
View JobCenturion: Mechanical Engineering Graduates posted by Network Finance
Are you a recent graduate or busy finishing your degree for Mechanical Engineering ready to launch your career?We’re looking for…
View JobRichards Bay: Systems Analyst posted by Sharon Nurock Recruitment cc
This is a hands-on role that demands initiative, adaptability, and a sharp eye for detail. You’ll need to balance urgent…
View JobWestern Cape: Recruitment Specialist posted by Persona Staff
Responsibilities:Contribute to the overall management and strategic planning.Manage the vacancies and recruitment advertising channels.Develop and maintain...
View JobBoksburg: Technical Sales Rep. posted by Ann Swann Personnel Services
Key Responsibilities1. Lead Generation & Market ProspectingProactively identify and qualify sales leads through cold calling, networking, referrals, and...
View JobWestern Cape: Service Technician Millwright posted by West Coast Personnel
Role Overview:IPEX Machinery seeks a skilled Service Technician to provide on-site technical support, maintenance, and repairs for our range of…
View Job
Browse Employers
Job Alerts