Senior Wealth Manager

6 days ago

Bellville, Western Cape, South Africa Hire Resolve Full time R300 000 - R550 000 per year
A major Financial Services Provider (FSP) is seeking a highly skilled Senior Wealth Manager to join their Wealth division in Bellville. This is a permanent opportunity for an experienced professional who can deliver comprehensive, high-quality financial service to an established client base while driving new business growth. The successful candidate will play a key role in conducting in-depth portfolio reviews, providing expert financial guidance, ensuring exceptional client servicing, and supporting the wider Wealth team. This role is ideal for a results-driven, CFP-accredited Wealth Manager with strong industry knowledge, leadership ability, and a passion for delivering a superior client experience.

Responsibilities 
Client Portfolio Reviews

  • Analyse performance of client portfolios and prepare review reports according to company policies and standards.

  • Conduct client portfolio review meetings and ensure timely submission of all reports.

Servicing Existing Clients

  • Provide ongoing financial advice in collaboration with the Wealth Planner (risk, market trends, investment performance, benchmarks, insured values).

  • Process and implement client instructions: switches, repurchases, maturities, surrenders, Section 14 & Section 37 transfers.

  • Resolve all client concerns, queries, and complaints related to portfolios.

  • Facilitate opening of CCM accounts and authorise payments.

  • Assist with tax-related queries.

  • Support clients with wills, signing, and estate execution alongside the executor.

  • Apply Treating Customers Fairly (TCF) principles in all interactions.

Generating New Business

  • Identify new business opportunities and promote the full range of EFG's products and services.

Leadership & Support

  • Collaborate with service providers to resolve client service issues.

General Administration

  • Document client interactions promptly.

  • Maintain and update client records and databases, including static data.

  • Ensure compliance with FICA and FAIS requirements.

Requirements 
  • Fluent in English and Afrikaans.

  • BCom degree

  • CFP Accreditation

  • RE Qualification

  • Approximately 5 years' experience in the financial services industry.

  • Wealth Manager or Paraplanner experience advantageous.

  • Own vehicle and valid driver's licence.

  • Strong understanding of the financial services industry.

  • Compliance with company policies and style guidelines.

  • Proficient in Microsoft Office (Word, PowerPoint, Outlook, Excel).

  • Knowledge of FICA, POPIA, and service provider product platforms.

  • Strong teamwork and supervisory ability.

  • Persuasive communication across all levels.

  • Excellent multitasking, time management, and prioritisation.

  • Ability to work in a fast-paced environment.

  • Professional, consultative approach to client engagement.

  • Strong planning and organisational skills.

  • High attention to detail.

  • Results-driven and self-motivated.

  • Positive attitude and effective problem-solving skills.

  • Persistent and tenacious.

Benefits
  • Salary: Based on experience and qualifications.

  • Contact Hire Resolve for your next career-changing move today

    • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
    • You can also visit the Hire Resolve website: or email us your CV: [email protected]
    • Please use "Wealth Manager" as your subject line when applying via email 

    We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future

  • Senior Wealth Assistant

    3 days ago

    Bellville, Western Cape, South Africa Hire Resolve Full time R1 200 000 - R2 400 000 per year

    Job Title: Senior Wealth AssistantLocation: Bellville CTHire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and...

  • wealth assistant

    23 hours ago

    Bellville, Western Cape, South Africa Competent Candidates Full time R40 000 - R60 000 per year

    Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation.Education and experience:MatricAdministrative/secretarial...

  • Private Wealth Advisor

    5 days ago

    Bellville, Western Cape, South Africa FNB South Africa Full time R380 000 - R750 000 per year

    Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Welcome to FNB, the home of the #changeables. We design for the...

  • Banking Advisor Wealth

    5 days ago

    Bellville, Western Cape, South Africa FNB South Africa Full time R250 000 - R400 000 per year

    Job DescriptionTo assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

  • Senior Digital/Design Program Manager

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time R1 200 000 - R2 400 000 per year

    Who are we?Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...

  • OPS BAU Lead

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time R120 000 - R160 000 per year

    Who are we?Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...

  • Senior Project Manager

    5 days ago

    Bellville, Western Cape, South Africa AECOM Full time R400 000 - R1 200 000 per year

    Company Description AECOM is seeking a Senior Project Manager to be based in South Africa's Enterprise Capabilities office in Cape Town. This position will support a team locally based in South Africa and Global Teams. As a part of AECOM's culture, it offers a flexible hybrid work arrangement which accommodates both office and out-of-office work...

  • Claims Handler

    1 week ago

    Bellville, Western Cape, South Africa Wealth Innovation Group Full time R104 000 - R156 000 per year

    Please note that M3 is hiring on behalf of another company.Our client,operating in die financial services industry and situated in Bellville, currently has the abovementioned position available for a driven individual with excellent communication skills (verbal & written), that can work accurately under pressure.The successful candidate will be responsible...

  • Distribution Analyst

    1 week ago

    Bellville, Western Cape, South Africa PSG Konsult Full time R400 000 - R800 000 per year

    PSG is a leading financial services company, seeking a Distribution Analyst with strong reporting and executive assistance experience, reporting to the Heads of: Distribution Wealth, Insure & Employee Benefits.Responsibilities:Reporting, including data collection, analysis, interpretation and presentation of dataManaging processes with Regional Managers...

  • Senior Financial Accountant

    1 week ago

    Bellville, Western Cape, South Africa Sanlam Full time R600 000 - R1 200 000 per year

    Who are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life...