Wealth Manager
Wealth Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Description
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 taxrelated matters and documentation (e.g. tax certificates).
Support with drafting and signing of wills and estate .
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 and 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 and 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 and Attributes
Initiative and proactive mindset.
High level of drive and enthusiasm.
Strong persuasive communication skills.
Clientcentric with a professional and consultative approach.
Detailoriented resultsdriven and excellent time management.
Strong team player with leadership potential.
Benefits
- Marketrelated salary
Contact Hire Resolve for your next careerchanging move today
- Apply for this role today contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: or email us your CV:
- 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
Package & Remuneration
About Us
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Required Experience:
Manager
Employment Type
Full-Time
