Financial Planning Specialist

3 weeks ago


Bellville, Western Cape, South Africa HR Genie Full time

Your role as a Wealth Portfolio Manager at HR Genie will involve the following key responsibilities:

Client Portfolio Management:

  • Conduct thorough reviews of client portfolios to identify areas for improvement and optimize investment performance.
  • Develop and implement tailored investment strategies in consultation with clients and wealth planners.

Servicing of Existing Clients:

  • Provide exceptional client service, responding to queries and concerns in a timely and professional manner.
  • Process client instructions, including switch requests, withdrawals, and account management.
  • Collaborate with clients to address their financial planning needs, including tax matters and estate planning.

Generating New Business:

  • Identify and pursue new business opportunities, leveraging your expertise to promote our services and products.

Leadership & Support:

  • Support wealth planners in mentoring and supervising wealth assistants, ensuring compliance with legal requirements.
  • Contribute to the performance appraisal evaluation of wealth assistants.
  • Maintain quality control over work outputs to ensure high standards of client service and portfolio management.

General Administration:

  • Record and maintain accurate client records, including interactions and database updates.
  • Ensure compliance with relevant legislation, including FICA and FAIS regulations.

This role requires a strong educational background, with a BCom in Financial Planning and relevant industry experience. Proficiency in English and Afrikaans is essential for effective communication with clients. If you are a motivated and detail-oriented professional looking for a challenging role, please consider this position.



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