Strategic Portfolio Specialist

4 weeks ago


Bellville, Western Cape, South Africa HR Genie Full time
Job Description:

The Wealth Manager is responsible for delivering exceptional client service, managing portfolios, and generating new business opportunities. The ideal candidate will possess a strong educational background in financial planning and experience in wealth management.

Key Responsibilities:
  • Client Portfolio Management
    • Research portfolio performance and prepare reviews in accordance with company standards;
    • Conduct client reviews and ensure review reports are submitted on time.
  • Servicing Existing Clients
    • Provide ongoing financial advice to clients regarding their portfolios;
    • Process client instructions, resolve concerns, and attend to queries;
    • Open CCM accounts, authorise payments, and assist with tax matters.
  • Generating New Business
    • Identify new business opportunities and market the range of services offered by EFG;
    • Compile proposals and implement client instructions.
  • Leadership & Support to Wealth Planner
    • Assist the Wealth Planner in mentoring and supervising the Wealth Assistant;
    • Liaise with service providers to resolve client service issues.
  • General Administration
    • Record client interactions and maintain accurate records;
    • Ensure compliance with FICA and FAIS legislation.

The successful candidate can expect a competitive salary ranging from R550,000 to R800,000 per annum, depending on experience.

Required Skills and Qualifications:
  • Bachelor's degree in Commerce or related field;
  • Post-Graduate Diploma in Financial Planning;
  • 5 years of experience in wealth management;
  • Excellent communication and interpersonal skills;
  • Familiarity with FICA and FAIS regulations.
Benefits:
  • Competitive salary;
  • Ongoing training and development opportunities;
  • A supportive team environment;
  • An opportunity to work with a dynamic and growing organisation.


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