Senior Wealth Manager

About the Role

An established and reputable insurance company is seeking an experienced Wealth Manager to join their growing team in Johannesburg. 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 will take ownership of an existing portfolio of clients, providing high-quality advice and building long-term partnerships. This is an excellent fit for someone eager to broaden their experience, including paraplanners ready to step into a more client-facing, strategic role.

Required Qualifications

• BCom degree
• CFP Accreditation
• RE Qualification

Required Experience

• Approximately 5 years in a Wealth Management, Paraplanner, or Financial Advisory role
• Verbal and written communication in English and Afrikaans at all levels

Key Responsibilities

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 Wealth Planners on portfolio matters including 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