SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

Recruiter:

HR Genie

Job Ref:

0225D EW SWMAN

Date posted:

Monday, June 9, 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.
2 days ago

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

Senior Financial Accountant
Location: Cape Town
Salary:
Brief DescriptionAre you a newly qualified CA(SA) eager to take your career to the next level? This is your opportunity to join a fast-paced, high-growth environment where your financial expertise will help shape operations across multiple markets. We’re looking for a driven and detail-oriented senior financial Accountant ready to take ownership of reporting, compliance, and improvement init...
6 days ago

Senior Financial Accountant
Location: Stellenbosch
Salary:
As the senior financial Accountant your primary responsibilities will be:1) Maintaining accurate and complete general ledger accounts.2) Maintaining accurate creditor accounts and ensuring timeous payments thereof.3) VAT and Withholding Tax compliance.
12 days ago

Quantity Surveyor (Jnr)
Location: Capetown
Salary: Market related
Junior Quantity surveyor opportunity Western Cape
Today

Financial Analyst
Location: Cape Town
Salary: 500 000 Annually
We're on the lookout for a financial Analyst to join a dynamic retail-driven business offering strong career growth across divisions. Apply today!
Today

Internal Communications Lead
Location: Cape Town
Salary:
Are you a creative and strategic communications professional ready to shape culture and drive employee engagement across a growing, purpose-driven enterprise? We’re looking for a dynamic Internal Communications Lead who thrives in a fast-paced, people-focused environment to help bring business strategy and culture to life through compelling storytelling and integrated communication initiativ...
Today

Operational Assistant (PCS)
Location: Capetown
Salary: Market Related
Operational Assistants are responsible for a variety of processes and ad hoc tasks related to the implementation and maintenance of private share portfolios.
Today

HR & Payroll Manager
Location: Cape Town
Salary:
Our client is seeking a highly experienced and detail-driven HR and Payroll manager to lead all human resources operations and payroll functions. This role involves managing the full employee lifecycle, overseeing compliance with labour laws and payroll regulations, and contributing strategically to organisational growth through HR initiatives and workforce development.
1 day ago

SENIOR BOOKKEEPER
Location: Bellville
Salary: Market related
Accountable for mainly processing of accounting records.
1 day ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

Similar jobs you might be interested in:

Jobseekers

Recruiter

General