- Servicing of Existing Clients
- Client Portfolio Reviews: Research portfolio performance, prepare reviews, and conduct client reviews to ensure review reports are submitted according to company policy.
- Servicing of Existing Clients: Provide ongoing financial advice, process client instructions, attend to client concerns, and assist with tax matters and estate planning.
- Generating New Business: Identify new business opportunities, market EFG services, and compile proposals for implementation.
- Leadership & Support to Wealth Planner: Assist Wealth Planners in mentoring, supervision, training, and quality control of work outputs.
- General Administration: Record client interactions, maintain client records, and ensure compliance with FICA and FAIS legislation.
- Formal Education:
- BCom
- Post Graduation Diploma in Financial Planning
- CFP accreditation would be advantageous
- RE Examinations completed
- Experience:
- 5 years in a Wealth Management role
- Verbal and written communication skills in English and Afrikaans at all levels
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Portfolio Manager
6 days ago
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Junior Portfolio Manager
6 days ago
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Portfolio Manager
4 days ago
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Portfolio Manager
4 days ago
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- West Coast Personnel Cape Town
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Relationship Manager
4 days ago
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General Ledger Specialist
1 week ago
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General Ledger Specialist
1 week ago
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Short-Term Insurance Broker
3 days ago
Status Staffing Tyger ValleyJob Title: Insurance Professional · A recent professional profile photo is required for your application to be considered. · We are seeking a skilled and experienced insurance professional to join our team on a permanent basis in the insurance sector. The successful candidate wil ...
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Sourcing Support Specialist
8 hours ago
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Senior Payroll Consultant Parow East
7 hours ago
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Specialist Parow East
8 hours ago
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Buyer: Senior
8 hours ago
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Rental Agent
4 days ago
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Property Coordinator
6 days ago
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Graphic Designer
2 days ago
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External Sales Representative
11 hours ago
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Lead Software Developer
1 day ago
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3D Exterior Visualization Specialist
8 hours ago
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Project Coordinator
4 days ago
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portfolio manager - Bellville - HR Genie
Description
Wealth Manager Job Description
The Wealth Manager is a key role responsible for servicing existing clients and supporting Wealth Planners in generating new business.
Key Responsibilities:
Requirements:
Estimated Salary: $80,000 - $110,000 per annum
Note: The estimated salary range is based on industry standards and may vary depending on location and other factors.
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Portfolio Manager
Helderberg Personnel cc- Bellville
-
Junior Portfolio Manager
Residentia Trust LTD- Bellville
-
Portfolio Manager
Persona Staff- Cape Town
-
Portfolio Manager
Greys Personnel- Cape Town
-
Junior Administrative Assistant to Portfolio Body Corporate Manager
West Coast Personnel- Cape Town
-
Relationship Manager
Santam Insurance- Bellville
-
General Ledger Specialist
Full time CKH Group- Bellville
-
General Ledger Specialist
Full time CKH Group- Bellville
-
Short-Term Insurance Broker
Status Staffing- Tyger Valley
-
Sourcing Support Specialist
The Foschini Group- Parow
-
Senior Payroll Consultant Parow East
The Foschini Group- Parow
-
Specialist Parow East
The Foschini Group- Parow
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Buyer: Senior
The Foschini Group- Parow
-
Rental Agent
Persona Staff- Cape Town Northern Suburbs
-
Property Coordinator
Persona Staff- Cape Town Northern Suburbs
-
Graphic Designer
Persona Staff- Cape Town Northern Suburbs
-
External Sales Representative
Time Personnel- Cape Town Northern Suburbs
-
Lead Software Developer
E&D Recruiters- Cape Town Northern Suburbs
-
3D Exterior Visualization Specialist
IGrow Wealth Investments- Durbanville
-
Project Coordinator
Milkor Integrated Systems- Airport City