SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

Recruiter:

HR Genie

Job Ref:

0225E EW SWMAN

Date posted:

Sunday, May 4, 2025

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
The Senior Wealth Manager serves existing clients and supports Wealth Planners.

POSITION INFO:

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.

Your:

Formal Education:
- BCom
- Post Graduation Diploma in Financial Planning
- 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 nable 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.
- Demonstrates a good understanding of shares and offshore investment processes.
Generating New Business
- Proactively identify new business opportunities and promote the full range of services and products offered by EFG.
- Responsible for compiling estate duty calculations, risk cover, and investment proposals.
Leadership & Support to Wealth Team
- Oversee Junior Wealth Managers to ensure adherence to supervision compliance requirements.
- Identify training needs within the Wealth Team and coordinate necessary training sessions.
- Conduct quality control on the outputs of Wealth Managers to maintain high standards of client service and portfolio management.
- 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.

Similar jobs you might be interested in:

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior Wealth manager serves existing clients and supports Wealth Planners.
Today

FINANCIAL MANAGER / SENIOR ACCOUNTANT
Location: Bellville
Salary:
senior ACCOUNTANTLocation: BellvilleOur client, an internationally recognised leader in the agricultural sector with farms and packhouses across the Western Cape, currently has a vacancy for a senior Accountant at their head office in Bellville. This role reports directly to the CFO.
6 days ago

Senior Financial Reporting - Assets/Life Insurance
Location: Cape Town
Salary:
We are seeking a highly skilled and detail-oriented senior financial Reporting Professional to join a dynamic team in the financial services sector. This is an exciting opportunity to apply your expertise in financial instruments, asset management, and IFRS reporting in a challenging and rewarding environment.
25 days ago

Financial Manager - Flexible Packaging Manufacturing - Western Cape
Location: Cape Town
Salary: Monthly
A well-established flexible packaging manufacturing company requires the above to report to the CEO taking full responsibility for managing and overseeing all financial and administrative functions of the company to ensure compliance with financial and administrative aspects so that laws and regulations are adhered to.
2 days ago

Senior Accountant
Location: Cape Town
Salary: 480 000 Annually
Our client, a specialised manufacturer, is looking for an experienced senior Accountant.This is a fantastic opportunity for a finance professional with strong manufacturing experience who thrives in a fast-paced, hands-on environment. You'll play a key role in managing financial operations, ensuring accuracy in reporting, and supporting business-critical decisions.If you're ready to bring your exp...
3 days ago

Senior Payroll & HR Specialist
Location: Stellenbosch
Salary:
3 days ago

Finance Controller – Farming
Location: Stellenbosch
Salary:
3 days ago

Branch Manager Cape Town International Airport
Location: Cape Town
Salary: Monthly
One of South Africa’s largest independent car hire companies, is looking for a dynamic and driven Branch manager to oversee their operations at Cape Town International Airport.
4 days ago

Senior Full Stack C# Developer – Cape Town (Hybrid) – up to R1.38mil Per Annum
Location: Capetown
Salary: 1 380 000
senior Full Stack C# Developer – Cape Town (Hybrid) – up to R1.38mil Per Annum
4 days ago

Finance Regional Business Controller â Liquor Industry
Location: Cape Town
Salary:
Are you an experienced high performing Business Controller with sound experience in regional financial planning and analysis within an International concern in the Liquor Industry? Our Global client requires minimum five years' experience with a good understanding of global finance business operations, analytical & mathematical expertise, problem solving and a strong interest in sales and...
4 days ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

Similar jobs you might be interested in:

Jobseekers

Recruiter

General