Senior Wealth Manager

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