Job Title: Senior Wealth Manager
Location: Port Elizabeth: Greenacres
Employment Permanent

Reports to:Operational Manager: EC

Job objective
The Senior Wealth Manager is responsible for:
• Servicing of existing clients, including Reviews of their Portfolios in terms of company policy.
• Leadership & support to the Wealth Managers Team

Duties:
1. Client Portfolio Reviews
1.1 Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;
1.2 Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;

2. Servicing of Existing Clients
2.1 Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market
trends, investment performance, benchmarks, insured values, etc.;
2.2 Process and implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;
2.3 Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios;
2.4 Opening of CCM Accounts and authorisation of payments;
2.5 Assist Clients in obtaining Tax certificates, etc.;
2.6 Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.
2.7 Ensure that the principles of the TCF Policy are applied in all interactions with clients.

3. Generating New Business
3.1 Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;
3.2 Compilation of proposals for, and Implementation of instructions from clients

4. Leadership & Support to Wealth Team
4.1 Supervision of Junior Wealth Managers to ensure Supervision compliance requirements
4.2 Identify training requirements of Wealth Team and ensure training is conducted
4.3 Quality control of work outputs of Wealth Managers to ensure high standards of client service and portfolio management
4.4 Liaison with Service Providers to resolve problems in client service

5. General Administration
5.1 Recording of all client interaction upon completion of such interaction;
5.2 Maintain and update client records and database including static data;
5.3 Ensure compliance with FICA and FAIS legislation;
5.4 First line IT support for the branch

Job Evaluation Criteria
Formal Education:
• B.Comm
• Post-Graduation Diploma in Financial Planning
• CFP accreditation
Experience:
• 5 years in a Wealth Management role
Core Requirements:

Knowledge:
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams
• Experience in Wealth Planning & Wealth Managers systems (i.e. Xplan, Iress, etc)
• Knowledge of Service Provider products and their online web sites operations

Skills & Attributes:
• Initiative and proactive
• Enthusiasm and drive
• Persuasive communication at all levels
• Results driven
• Client Service orientated
• Teamwork and supervision
• Attention to detail
• Professional and consultative marketing attitude
• Time management

Only short-listed candidates will be contacted