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Eastern Cape: Wealth Manager posted by Hire Resolve

Wealth Manager

Posted on 2025-04-14

Employer Hire Resolve
Salary 0
Category Management
Location Eastern Cape  /  Eastern Cape

Job Summary

Hire Resolves client, a leading wealth management firm, is seeking a dynamic and experienced Wealth Manager to join their team in Port Elizabeth. This is an exciting opportunity for a seasoned professional to manage and grow a portfolio of high-net-worth clients while delivering top-tier financial solutions and services. The ideal candidate is a driven individual with strong interpersonal skills and a deep understanding of the wealth management space.

Responsibilities

1. Client Portfolio Reviews

  • Conduct research on the performance of client portfolios and prepare review reports in line with company standards.

  • Execute client reviews and ensure timely submission of reports in accordance with policy.

2. Servicing of Existing Clients

  • Provide continuous financial advice in consultation with Wealth Planners on investments, risk, market trends, benchmarks, and insured values.

  • Process client instructions including switches, repurchases, maturities, surrenders, and transfers (Sect 14 and 37).

  • Address and resolve client concerns, queries, and complaints.

  • Manage CCM account openings and payment authorizations.

  • Assist with tax-related matters and documentation (e.g., tax certificates).

  • Support with drafting and signing of wills and estate execution.

  • Apply the principles of TCF (Treating Customers Fairly) in all client interactions.

3. Generating New Business

  • Identify new business opportunities and market the firms financial products and services.

  • Prepare client proposals and implement financial instructions.

4. Leadership & Support to Wealth Planner

  • Assist in mentoring and supervising Wealth Assistants to ensure legal compliance and quality service.

  • Identify training needs and contribute to performance appraisals.

  • Oversee output quality from the Wealth Assistant and liaise with service providers for issue resolution.

5. General Administration

  • Record all client interactions promptly.

  • Maintain and update client databases and records.

  • Ensure full compliance with FICA and FAIS legislation.

Requirements

  • Education & Qualifications

    • BCom degree required.

    • Postgraduate Diploma in Financial Planning (preferred).

    • CFP accreditation (preferred).

    • Completion of RE examinations.

    Experience

    • Minimum 5 years experience in a Wealth Management role.

    • Strong verbal and written communication skills (English).

    Core Requirements

    • Willingness to travel for client meetings.

    • Fluent in English

    • Reliable transport and a valid drivers license.

    • Ability to work both remotely and from the office on a rotational basis.

    Technical Knowledge

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

    • Experience with Wealth Planning systems (e.g., Xplan, CRM) advantageous.

    • Familiarity with Service Provider platforms and tools.

    Skills & Attributes

    • Initiative and proactive mindset.

    • High level of drive and enthusiasm.

    • Strong persuasive communication skills.

    • Client-centric with a professional and consultative approach.

    • Detail-oriented, results-driven, and excellent time management.

    • Strong team player with leadership potential.

Benefits

Posted in Uncategorized

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