Talent.com
SENIOR WEALTH MANAGER

SENIOR WEALTH MANAGER

HR GenieBellville, South Africa
30+ days ago
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.
    • Create a job alert for this search

    Wealth Manager • Bellville, South Africa