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SENIOR WEALTH MANAGER
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General Details
Location:
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
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.
https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-MANAGER-1244082-Job-Search-12-3-2025-1-49-48-AM.asp?sid=gumtree
Id Subtitle 1343665146
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Job Placements
Selling for 10+ months
Total Ads3.66K
Active Ads3.66K
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Good Day Ma'am and Sirs I need an opportunity to sustain myself and 3school going kids of my daughter who passed away. I am the ideal candidate for a position in your entity my more than ten years experience in Debtors, Creditors, Cashbook and Overall is an added advantage. I guarantee loyalty and can be a valued asset. I operate well within a team as well as a team Leader. Can I send you my Resume for your consideration my name is Evelyn contact details 0784740176 looking forward to hearing from you
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