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

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