Senior wealth manager

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.