Job Summary
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
- Salary: Based on experience and qualifications.
Contact Hire Resolve for your next career-changing move today
- Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
- Please use "Wealth Manager" as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.
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