portfolio manager - Bellville - HR Genie

    HR Genie
    HR Genie Bellville

    5 days ago

    HR Genie background
    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:

    • 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.

    Requirements:

    • 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

    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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