Senior Wealth Manager

Recruiter:

Omega Human Capital

Job Ref:

1572375665

Date posted:

Tuesday, January 6, 2026

Location:

Sandton, South Africa

SUMMARY:
-

POSITION INFO:

We’re recruiting a Senior Wealth Manager to manage and grow a portfolio of High-Net-Worth clients in Sandton.

This role is ideal for a seasoned wealth professional with strong investment, financial planning, and client relationship skills.

Requirements

Relevant BCom degree
CFP or CFA designation (preferred) or actively working towards it
FAIS compliant
Proven track record managing High-Net-Worth (HNW) clients
Strong knowledge of financial markets, investment products, and wealth strategies
Advanced understanding of asset allocation, risk management, and portfolio construction
Proficiency in investment platforms such as Bloomberg, Iress, and Morningstar

Duties and Responsibilities

Develop and implement personalized financial plans for HNW clients
Design and manage tailored investment strategies aligned to client goals and risk profiles
Conduct detailed financial analyses covering retirement, estate, and tax planning
Monitor, rebalance, and optimize client portfolios based on market conditions
Provide regular performance reporting and insights to clients
Identify and mitigate investment and portfolio risks
Stay informed on market trends, regulatory changes, and best practices
Collaborate with internal specialists (tax, legal, and advisory teams)
Actively source, prospect, and onboard new wealth management clients

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

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