Senior Wealth Manager at Hire Resolve 2026– Bellville

Job— Senior Wealth Manager at Hire Resolve 2026 – Bellville Job Job Senior Wealth Manager at Hire Resolve 2026 – Bellville Posted 05 May 2026 Type FULL TIME Advertisement Job Overview

Hire Resolve is seeking a highly skilled and client‑centric Senior Wealth Manager to join a premier financial services firm in Bellville, Western Cape. The role focuses on providing comprehensive financial advice, portfolio management, and business development. About the Company

Hire Resolve is a recruitment solutions provider that partners with leading organisations in the financial services sector. They are the point of contact for this vacancy. Key Responsibilities

Portfolio Reviews:

Analyse client portfolio performance and prepare detailed review reports in line with company standards. Client Advisory:

Provide ongoing financial advice on risk, market trends, investment benchmarks and insured values together with the Wealth Planner. Instruction Management:

Process client instructions for switches, repurchases, maturities and Section 14 or Section 37 transfers. Estate&Tax Support:

Assist clients with tax queries and support the preparation of wills and estate execution. Business Development:

Identify and secure new business opportunities by promoting the full range of EFG services and products. Compliance&Administration:

Maintain accurate client databases and ensure 100% compliance with FICA, FAIS and POPIA requirements. Requirements

Education:

A relevant three‑year degree is essential. A Postgraduate Diploma in Financial Planning (CFP) or an RE qualification is advantageous. Experience:

Approximately 5 years in the financial services industry, preferably as a Wealth Manager or Paraplanner. Language:

Fluency in English and Afrikaans. Technical Skills:

Proficiency with Microsoft Office and solid understanding of service provider products and online platforms. Competencies:

Ability to multitask in a fast‑paced environment, strong organisational skills and a professional, consultative marketing attitude. What’s on Offer

Closing Date

Closing Date:

Not specified Status:

Open How to Apply

Apply online via the link below or email your CV directly. CV, certified ID copy, academic transcripts, supporting certificates/qualifications and a short (max 2minutes) introductory video. Is this role open to candidates outside South Africa?

The posting does not specify nationality restrictions; please confirm via the application portal. What is the typical work schedule?

The position is permanent and onsite; standard business hours are expected. Will relocation assistance be provided?

Not mentioned in the posting.

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