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.
3 days ago

Conveyancing Attorney - RISK AND COMPLIANCE
Location: Cape Town
Salary: 15000 Monthly
specialist firm in Property requires the skills of an experienced Admitted Attorney (2 Years) and conveyancer to join the management team
5 days ago

Patient Services Manager
Location: Capetown
Salary: R600 000 per annum
Patient Services Manager - Cape Town
5 days ago

Senior Accounts Receivable Specialist
Location: Cape Town
Salary:
7 days ago

Senior Test Analyst - (CONTRACT)
Location: Cape Town
Salary:
11 days ago

Senior Quantity Surveyor
Location: Cape Town
Salary:
A South African firm specialising in high-end residential construction, custom roofing, traditional thatching, and timber craftsmanship; with a focus on quality, detail, and architectural innovation, is looking for a Senior Quantity Surveyor to join their team in Cape Town Northern Suburbs!
13 days ago

Actuarial Analyst - Pricing
Location: Cape Town
Salary: Annually
Imagine using your actuarial toolkit to unlock hidden value in portfolios worth millions — across borders, sectors, and opportunities. This role takes you beyond the spreadsheets and into the world of high-stakes investing, where your analysis directly shapes business strategy and growth.
14 days ago

Data Analyst
Location: Cape Town
Salary:
Are you a data storyteller who thrives on turning complex numbers into powerful business insights? Join a fast-paced, high-energy insurance and gaming analytics environment where your reports and recommendations will directly shape executive decisions!
14 days ago

Data Scientist
Location: Cape Town
Salary:
Are you that data wizard who dreams in Python and thinks in patterns? If you’re a bright, numbers-obsessed Graduate ready to turn raw data into real-world impact, then this one’s for you. Join a forward-thinking fintech that’s using data to transform how people access credit and capital - sustainably.
14 days ago

Business Reporting Analyst
Location: Cape Town
Salary: Annually
Love working with data and uncovering insights? We’re looking for a Business Reporting Analyst in Cape Town to transform complex data into clear, actionable reports that guide executive decisions and highlight business opportunities.
14 days ago