Senior Wealth Manager

SUMMARY:
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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