SENIOR WEALTH MANAGER

1 day ago

Cape Town, South Africa HR Genie Full time

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:BComCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill enable you to do the following duties:Client Portfolio ReviewsAnalyse 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 ClientsProvide 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 BusinessProactively identify new business opportunities and promote the full range of services and products offered by EFG.Leadership & Support to Wealth TeamCollaborate with service providers to address and resolve client service issues.General AdministrationDocument all client interactions promptly after completion.Maintain and update client records and databases, including static data.Ensure compliance with FICA and FAIS legislative requirements.

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