SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

Recruiter:

HR Genie

Job Ref:

0225E EW SWMAN

Date posted:

Monday, May 26, 2025

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
The Senior Wealth Manager serves existing clients and supports Wealth Planners.

POSITION INFO:

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.

Your:

Formal Education:
- BCom
- Post Graduation Diploma in Financial Planning
- CFP Accreditation
- RE Qualification
Experience:
- ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.
- Verbal and written communication, in English and Afrikaans, at all levels

will nable you to do the following duties:

Client Portfolio Reviews
- Analyse 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 Clients
- Provide 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.
- Demonstrates a good understanding of shares and offshore investment processes.
Generating New Business
- Proactively identify new business opportunities and promote the full range of services and products offered by EFG.
- Responsible for compiling estate duty calculations, risk cover, and investment proposals.
Leadership & Support to Wealth Team
- Oversee Junior Wealth Managers to ensure adherence to supervision compliance requirements.
- Identify training needs within the Wealth Team and coordinate necessary training sessions.
- Conduct quality control on the outputs of Wealth Managers to maintain high standards of client service and portfolio management.
- Collaborate with service providers to address and resolve client service issues.
General Administration
- Document all client interactions promptly after completion.
- Maintain and update client records and databases, including static data.
- Ensure compliance with FICA and FAIS legislative requirements.

Similar jobs you might be interested in:

Multi-Asset Investment Analyst/ Junior Analyst
Location: Cape Town
Salary:
83 days ago

Junior Investment Consultant
Location: Cape Town
Salary:
9 days ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior Wealth Manager serves existing clients and supports Wealth Planners.
10 days ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior Wealth Manager serves existing clients and supports Wealth Planners.
11 days ago

Equity Dealer / Trader | Newlands
Location: Newlands, Western Cape
Salary: R800 000
Equity Dealer / Trader | Newlands
50 days ago

Junior Equity Dealer
Location: Capetown
Salary: R800 000 Per Annum
Dynamic Equity & Derivatives Trader with Strong Analytical Skills – Join a Leading Financial Institution!
58 days ago

Corporate Finance Executive
Location: Cape Town
Salary: R540k - 600k per year
My client is in search of a Corporate Finance Executive to work with high-profile international clie
63 days ago

Senior Full Stack Web Developer
Location: Cape Town
Salary:
81 days ago

Credit Analyst (Investments)
Location: Cape Town
Salary:
1 day ago

Financial Analyst
Location: Cape Town
Salary: 480 000 Annually
Our client, running a fast-growing venture, is looking for a talented Financial analyst to support their expanding operations. The role encompasses the full FP&A function, including reporting, business partnering, and stakeholder engagement. Experience in ROI analysis and providing strategic financial insights is essential. We invite you to apply!
3 days ago