Regional Wealth Manager

Recruiter:

SHE Recruits

Job Ref:

CPT000478/CK

Date posted:

Wednesday, June 22, 2022

Location:

Somerset West, South Africa

Salary:

1 200 000 Annually

JOB SUMMARY:
My client, an asset management company is currently looking for a Regional Wealth Manager to join their team. This is a client facing role which includes managing existing clients’ portfolios and further growing a new client base. This position operates from my clients offices in Somerset West, Western Cape.

JOB DESCRIPTION:

Qualifications required:

BCom / BBusSc or similar finance / wealth / investment management related qualification.
Completed post graduate diploma or CFA qualification will be given preference.
RE1 / RE3 / RE5 is beneficial.

Skills and experience required:

At least 2 – 3 years’ experience as a client wealth manager / financial advisor / planner / similar.
Experience in investment advisory and financial planning.
Estate planning is advantageous.
Sound financial acumen and customer service excellence.
Willingness to learn about specific offshore investment related products and structures.
People management experience - motivating, guiding and training staff and ensuring staff adhere to policies, remain professional and perform.

Job description:

Manage the existing clients and build long lasting relationships.
Introduce additional clients to the business.
Assess clients’ financial needs and risk profiles.
Share knowledge and product expertise with clients.
Provide these market leading products to chosen existing and potential clients.
Propose investment solutions to clients taking cognisance of each client’s risk profile and financial needs.
Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
Display a professional and service orientated approach to clients.
Ensure all work is in line with company compliance standards and regulatory policies.

Visit our website to see other opportunities.
Please consider your application unsuccessful if you have not heard from us within 1 week. We will keep your details on file for future positions.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

M&A Manager
Location: Constantia
Salary:
Our client in Constantia, Western Cape is seeking an experienced M&A manager to join their team. We are looking for someone who will be responsible and accountable for the growth of the Professional Network through the signing and activation of Merger and Acquisition Deals. The ideal candidate will be motivated, driven, organised and accountable business development professionals who has a str...
10 days ago

Business Development Manager, Property Insurance
Location: Cape Town
Salary:
10 days ago

AML Specialist
Location: Cape Town
Salary: Market related
Looking for a new career challenge within the asset management industry? Have an understanding of in
6 days ago

Business Development Manager
Location: Cape Town
Salary: R360 KPA + commission
Responsible for managing property insurance portfolios and strengthening real estate partner relationships, while identifying and pursuing new business opportunities. Drives insurance penetration and overall sales growth by securing new real estate partnerships and positioning the company as a preferred lead provider.
14 days ago

WEALTH ASSISTANT
Location: Bellville
Salary: Market related
Assistance to the Advisor in the administration of clients' financial reviews and investments.
Today

Insurance Manager
Location: Cape Town
Salary:
If you’re an insurance-savvy relationship builder who believes that high-net-worth clients deserve more than a generic policy, this Insurance manager opportunity could be your next career move. Join a high-performance environment where service excellence, precision, and a touch of charm aren’t just nice-to-haves, they’re how business gets done.
1 day ago

Business Development
Location: Cape Town
Salary:
Role OverviewCarrick Athena is a women-led initiative by Carrick wealth focused on developing and empowering talent within the financial services industry. The programme offers structured training, mentorship, and hands-on experience, providing a clear pathway into careers in business development and private wealth management within a supportive, high-performance environment.
2 days ago

Paraplanner
Location: Cape Town
Salary:
Paraplanner | Financial ServicesLocation: Western Cape / Northern Suburb Century City.Role: Permanent | Mid-Level (2–4 years’ experience)Job Function: Financial Services / Admin, Office & SupportReport to: Onshore New Business manager About the RoleWe are seeking a detail-oriented and client-focused Paraplanner to join our dynamic financial services team. This role is ideal fo...
9 days ago

Wealth Manager
Location: Capetown
Salary: Market Related
wealth manager
10 days ago

Private Wealth Manager
Location: Cape Town
Salary:
We’re looking for Private wealth managers to join our Cape Town team!If you love building real relationships, having meaningful conversations, and helping people grow and protect their wealth, this could be your perfect fit. You’ll work with High-Net-Worth clients, offering tailored advice on investments, retirement, and long-term financial planning.This role adds real value by giving ...
22 days ago

Regional Wealth Manager

Similar jobs you might be interested in:

Create a free job alert for Regional Wealth Manager in Somerset West