Senior Wealth Manager
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Description
Responsibilities
Client Portfolio Reviews
Analyse performance of client portfolios and prepare review reports according to company policies and standards.
Conduct client portfolio review meetings and ensure timely submission of all reports.
Servicing Existing Clients
Provide ongoing financial advice in collaboration with the Wealth Planner (risk market trends investment performance benchmarks insured values).
Process and implement client instructions: switches repurchases maturities surrenders Section 14 and Section 37 transfers.
Resolve all client concerns queries and complaints related to portfolios.
Facilitate opening of CCM accounts and authorise payments.
Assist with tax-related queries.
Support clients with wills signing and estate execution alongside the executor.
Apply Treating Customers Fairly (TCF) principles in all interactions.
Generating New Business
Identify new business opportunities and promote the full range of EFGs products and services.
Leadership and Support
Collaborate with service providers to resolve client service issues.
General Administration
Document client interactions promptly.
Maintain and update client records and databases including static data.
Ensure compliance with FICA and FAIS requirements.
Requirements
- Fluent in English and Afrikaans.
BCom degree
CFP Accreditation
RE Qualification
Approximately 5 years experience in the financial services industry.
Wealth Manager or Paraplanner experience advantageous.
Own vehicle and valid drivers licence.
Strong understanding of the financial services industry.
Compliance with company policies and style guidelines.
Proficient in Microsoft Office (Word PowerPoint Outlook Excel).
Knowledge of FICA POPIA and service provider product platforms.
Strong teamwork and supervisory ability.
Persuasive communication across all levels.
Excellent multitasking time management and prioritisation.
Ability to work in a fast-paced environment.
Professional consultative approach to client engagement.
Strong planning and organisational skills.
High attention to detail.
Results-driven and self-motivated.
Positive attitude and effective problem-solving skills.
Persistent and tenacious.
Benefits
- Salary: Based on experience and qualifications.
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: 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
Package & Remuneration
About Us
Engineering Recruitment Agency in South Africa focusing on the following disciplines:
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View our jobs below.
Need staff. Email us.
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Hire Resolve connects Job seekers to Employers. The company is a Specialist Recruitment & Staffing company with a national presence with a customer base of listed companies on the JSE and global multinationals. The company prides itself on its technical & industry knowledge. The cons ... View more
