Senior Wealth Manager

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.

• 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.