SENIOR WEALTH MANAGER

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

POSITION INFO:
An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their career within a respected organisation. You'll take ownership of an existing portfolio of clients, providing high‑quality advice and building long‑term partnerships. It's an excellent fit for someone eager to broaden their experience - including paraplanners ready to step into a more client‑facing, strategic role. Your: Formal Education: 3 Year Degree Post Grad in Financial Planning (CFP Designation Advantageous) RE Qualification(advantageous) Experience: ± 5 years' experience in the financial services industry. Experience as a Wealth Manager or Paraplanner is advantageous. 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.