Senior Wealth Manager

Recruiter:

Network Recruitment

Job Ref:

NFR007624/Angie

Date posted:

Friday, October 17, 2025

Location:

Cape Town, South Africa

Salary:

450 000

SUMMARY:
Are you an experienced Wealth Professional looking to elevate your career? Join a respected, listed financial services group known for its client-focused approach and commitment to excellence. This is your opportunity to partner with high-net-worth clients, provide tailored investment solutions, and build long-term financial success stories.

POSITION INFO:
An established and reputable wealth management firm is seeking a Senior Wealth Manager to join their Bellville office.
This role offers the chance to work within a collaborative, high-performing team, engaging directly with sophisticated clients while providing expert financial advice and portfolio management. You’ll have exposure to a wide range of investment products, strategic financial planning, and client relationship management — all within a stable and growth-oriented environment.
If you are passionate about financial planning, excel in client servicing, and are eager to grow your career with a listed group that values professionalism and integrity, this opportunity is tailor-made for you.
Key Responsibilities:

Conduct in-depth client portfolio reviews and prepare detailed reports in line with company policy.
Provide holistic financial and investment advice, ensuring alignment with clients’ goals and risk profiles.
Manage existing client relationships and promptly address portfolio-related queries and requests.
Identify and develop new business opportunities while promoting the company’s suite of financial products.
Ensure full compliance with FAIS, FICA, and internal governance standards.

Job Experience and Skills Required:

Education: BCom degree (Finance or Investment focus) with CFP accreditation and RE qualification.
Experience: Minimum of 5 years in the financial services industry, ideally within Wealth Management or Paraplanning.
Language: Proficient in English and Afrikaans (verbal and written).
Skills: Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); strong communication, analytical, and client servicing abilities.
Other: Must have own vehicle and valid driver’s licence for client visits.

For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit:

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

We also invite you to contact us to discuss your next career move in finance!

For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant

Similar jobs you might be interested in:

Senior Wealth Manager
Location: Cape Town
Salary: 450 000
Are you an experienced wealth Professional looking to elevate your career? Join a respected, listed financial services group known for its client-focused approach and commitment to excellence. This is your opportunity to partner with high-net-worth clients, provide tailored investment solutions, and build long-term financial success stories.
Today

Senior Wealth Manager
Location: Cape Town
Salary:
Our client, a leading financial institution based in the CBD Cape Town, is seeking a senior wealth manager to join their expanding finance team.In this role, you will play a pivotal part in expanding their client base and driving business growth, by identifying and acquiring new clients and providing an out of the ordinary investor experience by offering local and global investment solutions.
7 days ago

SENIOR WEALTH MANAGER
Location: Bellville
Salary: Market related
The senior wealth manager serves existing clients and supports wealth Planners.
16 days ago

Senior Bookkeeper
Location: Cape Town
Salary: 350 000
An established wealth management firm in Belville is seeking a meticulous and experienced senior Bookkeeper to join their finance team. The ideal individual will take ownership of end-to-end bookkeeping responsibilities, ensuring accuracy, compliance, and efficiency across financial processes.
1 day ago

Wealth Administrator
Location: Cape Town
Salary: Market related
Are you a good all rounder in Admin and Office Management in the wealth / Financial Services space.
3 days ago

Business Analyst SLS
Location: Cape Town
Salary: 1000 Annually
The core purpose of the role is:To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.To reduce and prevent any advice risk associated with the use of...
10 days ago

Business Analyst
Location: Cape Town
Salary:
13 days ago

Business Analyst SLS
Location: Cape Town
Salary: market related Monthly
The core purpose of the role is:To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.To reduce and prevent any advice risk associated with the use of...
14 days ago

Outbound Sales Call Centre (Health Care)
Location: Durbanville
Salary:
32 days ago

Compliance Officer
Location: Claremont
Salary: Market related
Are you wanting to start your career in Compliance? Amazing opportunity to get trained up in a 3 yea
42 days ago