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SENIOR WEALTH MANAGERCompitant Candidates • Bellville, Western Cape, ZA
SENIOR WEALTH MANAGER

SENIOR WEALTH MANAGER

Compitant Candidates • Bellville, Western Cape, ZA
4 days ago
Job description

An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their career within a respected organisation. You’ll take ownership of an existing portfolio of clients, providing high‑quality advice and building long‑term partnerships. It’s an excellent fit for someone eager to broaden their experience — including paraplanners ready to step into a more client‑facing, strategic role.

Qualifications and Experience

  • Formal Education:
    • 3 Year Degree
    • Post Grad in Financial Planning (CFP Designation Advantageous)
    • RE Qualification(advantageous)
  • Experience:
    • ± 5 years’ experience in the financial services industry. Experience as a Wealth Manager or Paraplanner is advantageous.
    • Verbal and written communication, in English and Afrikaans, at all levels

Responsibilities

  • 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.
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SENIOR WEALTH MANAGER • Bellville, Western Cape, ZA

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