SENIOR WEALTH MANAGER

Recruiter:

HR Genie

Job Ref:

0225N EW SWMAN

Date posted:

Wednesday, December 3, 2025

Location:

Bellville, South Africa

Salary:

Market related

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

POSITION INFO:

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation.

Your:

Formal Education:
- BCom
- 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 enable 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.
Generating New Business
- Proactively identify new business opportunities and promote the full range of services and products offered by EFG.
Leadership & Support to Wealth Team

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:

Senior Project Manager - (CONTRACT)
Location: Cape Town
Salary:
Today

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior Wealth manager serves existing clients and supports Wealth Planners.
1 day ago

Senior Technical Accounting Manager (Digital Assets)
Location: Cape Town
Salary:
If you’re a CA who loves digging into complex data, leading sharp Accountants, and bringing order to technical chaos, this role will fit you like a glove. Step into a leadership position where accounting, systems thinking, and digital assets collide, and where your technical skill actually matters.
3 days ago

Senior Retail Manager
Location: Cape Town
Salary: R30,000
A well-known bakery and cafe chain is looking for a senior RETAIL manager to join their team.
8 days ago

Senior Project Manager
Location: Cape Town
Salary:
13 days ago

Senior ICT Account Manager (EE) (Cape Town)
Location: Cape Town
Salary:
16 days ago

Senior Financial Manager
Location: Cape Town
Salary: 950 000 Annually
The senior Financial manager will manage a team that supports a varied portfolio of companies with their back office and accounting requirements. It will include some investments, and funds administered on behalf of clients. The team are very entrepreneurial, and you will thrive in this environment if you have a growth mindset. One that has a keen interest in establishing financial and operational...
17 days ago

Senior Restaurant Manager
Location: Stellenbosch
Salary: Monthly
Restaurant at a Wine Estate in the Stellenbosch / Brackenfell area is looking for a senior Restaurant manager. This Restaurant offers a farm-to-table dining experience. Rooted in sustainability, seasonality, and local sourcing, this role is ideal for an experienced manager who understands that exceptional hospitality begins with provenance, purpose and a story behind every plate. He/she...
17 days ago

Senior General Manager: Logistics
Location: Stellenbosch
Salary:
20 days ago

Senior Financial Manager
Location: Cape Town
Salary: 960 000 Annually
If partnering with driven business leaders and building financial frameworks that fuel real growth excites you, this opportunity is worth exploring. You’ll steer the financial direction of a dynamic portfolio, sharpening strategy, elevating systems, and guiding a capable team. It’s a hands-on leadership role where your influence will be felt, backed by a culture that rewards initiative...
20 days ago