Job Description
About the Role
Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking an experienced Wealth Manager to their team based in Pretoria. The successful candidate will be responsible for providing exceptional wealth management services to clients, ensuring their financial goals and objectives are met.
Key Responsibilities
- Product Knowledge:
- Full understanding of Investment Products, including but not limited to: living annuities, life annuities, retirement annuities, preservation funds, discretionary investments, endowments, and tax-free savings investments.
- Value Chain Management:
- Maintain relationship with clients.
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
- Propose solutions that meet each client’s goals, needs, and objectives.
- Prepare Portfolio Reviews:
- Prepare reviews for clients as per the required frequency indicated on the CRM.
- Ensure portfolio reviews are prepared within the required SLA timeframes.
- Reviews should be accurate and in the correct format and design.
- All reviews to be captured on the CRM management system in the prescribed expectations.
- Review client Wills annually.
- General Administration:
- Assist with switches, withdrawals, and general enquiries.
- General Tax-related assistance.
- Manage Annual Fee renewals.
- Manage Section 37 & 14 Transfers.
- Authorise CCM payments.
- Assist with any new business after initial client onboarding.
- Ensure that all administration and communication relating to clients is captured on the CRM.
Requirements
- Bachelor’s degree.
- Postgraduate Diploma in Financial Planning.
- CFP (Certified Financial Planner).
- Regulatory Examination (RE5) (Completed).
Qualifications
No specific qualifications mentioned.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Insurance Management Jobs in Gauteng
In Gauteng, the insurance management field is one of the most established and in-demand industries, with a strong presence of multinational companies operating in the region. Generally, this sector provides stable employment opportunities for professionals with relevant experience and skills.
Typically, salaries for insurance management roles in Gauteng vary widely depending on factors such as level of experience, company size, and industry sector. Broadly speaking, entry-level positions can expect to range from R400 000 to R600 000 per annum, while senior roles may earn between R800 000 and R1,5 million or more per year. However, it is essential to note that actual salaries can vary significantly depending on individual circumstances.
Common skills required for insurance management roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of financial markets and regulations, and experience with risk management software and systems. Other essential skills often include technical knowledge of insurance products, data analysis, and project management capabilities.
The financial services sector is one of the most common industries to employ insurance managers in Gauteng, alongside technology companies and certain manufacturing organizations. Insurance managers can also be found in the banking and finance sectors, as well as in government agencies responsible for regulatory oversight.
For career development, insurance managers often progress to senior roles or transition into related fields such as risk management consulting, actuarial analysis, or policy development. Many companies also provide opportunities for professional development through training programs and mentorship schemes, which can help employees enhance their skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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