Senior Wealth Manager at Hire Resolve

Job Description

• 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.