Eastern Cape: Wealth Manager posted by Hire Resolve
Posted on 2025-05-19 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Management |
| Location | Eastern Cape / Eastern Cape |
Job Summary
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
- Market-related salary
-
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 vacancies that arise
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Eastern Cape
More jobs in Eastern Cape
Browse Other Management Jobs
Browse Hire Resolve Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Eastern Cape: Electrical Engineer (JB5172) posted by Kontak Recruitment
Electrical Engineer JB5172 Chintsa, Eastern Cape Compensation Range R30 35 000 CTC per month Negotiable Category EngineeringOversee electrical design,...
View Job
Electrical Engineer (JB5172)
Eastern Cape: Architect (JB5169) posted by Kontak Recruitment
Architect JB5169 Chintsa, Eastern Cape Compensation Range R60 65 000 CTC per month NegotiableCategory Architecture Lead architectural design and planning...
View Job
Architect (JB5169)
Eastern Cape: Town Planner (JB5167) posted by Kontak Recruitment
Town Planner JB5167 Chintsa, Eastern CapeCompensation Range R40 45 000 CTC per month Negotiable Category EngineeringLead zoning, rezoning, and land use...
View Job
Town Planner (JB5167)
Eastern Cape: Geotechnical Engineer (JB5166) posted by Kontak Recruitment
Geotechnical Engineer JB5166 Chintsa, Eastern Cape Compensation Range R70 75 000 CTC per month Category EngineeringConduct soil and foundation assessments...
View Job
Geotechnical Engineer (JB5166)
Eastern Cape: Civil Engineer – Urgent posted by Ayers Gulf Recruitment and visa agency
IntroductionWe are recruiting skilled South African professionals for a major energy and infrastructure development program in Saudi Arabia. These positions...
View Job
Civil Engineer – Urgent
Eastern Cape: ZMO 15309 – Head Chef
Employer Description Seaside hotel with restaurant Job Description Our client is seeking a talented and experienced Head Chef to join their culinary team at...
View Job
ZMO 15309 – Head Chef
South Africa: Intermediate Front-end Developer – REMOTE/ EASTERN CAPE – R860k PA
Were seeking an exceptionally independent Front-end Developer with TypeScript and React experience to join our small team as the primary front-end...
View Job
Intermediate Front-end Developer – REMOTE/ EASTERN CAPE – R860k PA
Eastern Cape: Health workers/caregivers/care assistants posted by Sandton INvestments en
The Emergency Care Assistant ECA will practice as clinical assistants within the emergency medical care and rescue environment thereby replacing the Basic...
View Job
Health workers/caregivers/care assistants
Eastern Cape: Tractor Technician
Minimum Requirements Must have a minimum of 3 years experience working on Tractors Agricultural Implements Must be a Qualified Tractor Diesel Mechanic...
View Job
Tractor Technician
Port Elizabeth: Retail Operations Manager (Eastern Cape)
Requirements Valid driverâs license, South African passport, and willingness to travel extensively. Tertiary Qualification preferably in Business or...
View Job
Retail Operations Manager (Eastern Cape)
Eastern Cape: HR Manager
Minimum Requirements Must have a minimum of 7 to 10 years experience as a HR Manager in the Agriculture Fresh Produce Industry Bachelors Degree Human...
View Job
HR Manager
Eastern Cape: EGG DONOR – #MAKE A DIFFERENCE#BECOME A HOPE-GIVER#JOIN US AS AN EGG DONOR posted by GiftOvLife
Are you a kind, healthy woman aged 19 to 32? Your generosity could give someone the greatest gift of all a family. What Is Egg Donation?Egg donation is a...
View Job
EGG DONOR – #MAKE A DIFFERENCE#BECOME A HOPE-GIVER#JOIN US AS AN EGG DONOR
Durban: Area Sales Manager (KwaZulu-Natal and Eastern Cape)
Responsibilities Continuously maintain service delivery to existing strategic accounts. Ensure service quality, maintain goodwill and rapidly resolve any...
View Job
Area Sales Manager (KwaZulu-Natal and Eastern Cape)
Eastern Cape: Postdoctoral in UNESCO Oliver Tambo of Human Rights Chair: Law
Award criteria Applicants should have an LLDPhD in related area. Applicants should have completed their doctoral degree within the last five years....
View Job
Postdoctoral in UNESCO Oliver Tambo of Human Rights Chair
Eastern Cape: COMMERCIAL CEO â EASTERN CAPE
POST DESCRIPTION Answers directly to the Managing Director and the UAE-based project team. Project manage the new lodges and supporting infrastructure...
View Job
COMMERCIAL CEO â EASTERN CAPE
Bedford: Buyer and Stock Controller – Bedford, Eastern Cape
Requirements Strong knowledge of construction materials and equipment. Excellent negotiation, communication, and interpersonal skills. Ability to work...
View Job
Buyer and Stock Controller – Bedford, Eastern Cape
Eastern Cape: Area Sales Manager
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent SECTOR Sales BASIC SALARY R20 000.00 START DATE A.S.A.P ...
View Job
Area Sales Manager
Eastern Cape: Lecturer: Human Rights & International Law
Minimum Requirements A relevant Masters Degree and registered for a Doctoral Degree At least 1 years experience in higher education or Qualificationcourses...
View Job
Lecturer
Eastern Cape: Paramedics posted by Complete Healthcare Services
Paramedics Required BLS, ILS.Requirements Minimum Educational Qualifications Successfully completed an appropriate Basic Life Support BLS or Intermediate...
View Job
Paramedics
Eastern Cape: Professional Registered Nurses posted by Complete Healthcare Services
Complete Healthcare Services, a leading Registered Nursing Agency, situated in Mulbarton, Johannesburg, is seeking dedicated and compassionate Professional...
View Job
Professional Registered Nurses
Eastern Cape: Enrolled Nurses posted by Complete Healthcare Services
The successful candidate will work on a one-to-one basis with patients in the comfort of their homes OR caring for a patient in a facility. Minimum...
View Job
Enrolled Nurses
Eastern Cape: Enrolled Nurse Assistants posted by Complete Healthcare Services
The successful candidate will work on a one-to-one basis with patients in the comfort of their homes OR caring for a patient in a facility. Minimum...
View Job
Enrolled Nurse Assistants
Cape Town: Area Manager Regional (JHB/PTA, Limpopo, Mpumalanga, Durban/ WCape, Eastern Cape) posted by Carrol Boyes
PurposeAs an Area Manager responsible for operations and compliance, you play a pivotal role in ensuring the seamless functioning of multiple retail stores...
View Job
Area Manager Regional (JHB/PTA, Limpopo, Mpumalanga, Durban/ WCape, Eastern Cape)
Eastern Cape: Office Manager (Insurance) posted by AtripleA recruitment & temps
Our client in the Insurance industry is looking for an Office Manager to manage and oversee branch administration and support to sales.Key responsibilities...
View Job
Office Manager (Insurance)
East London: Worksite Specialist (Insurance) East London, Eastern Cape posted by AtripleA recruitment & temps
Worksite Specialist InsuranceLocation East London, Eastern CapeSalary R35 000 to R40 000Our client in the Insurance industry is looking for a Worksite...
View Job
Worksite Specialist (Insurance) East London, Eastern Cape