Senior Wealth Manager / Wealth Advisor

SUMMARY:
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POSITION INFO:
Location: On-site – Johannesburg or Cape Town\/Stellenbosch Employment Type: Permanent Industry: Wealth Management | Investments | Private Client Advisory WatersEdge Solutions is partnering with a boutique investment and wealth management firm to recruit a commercially strong Senior Wealth Manager \/ Wealth Advisor . This role is suited to an experienced relationship-led advisor who can manage and grow high-net-worth and ultra-high-net-worth client relationships while contributing to long-term business growth. About the Role As Senior Wealth Manager, you will develop tailored investment strategies, manage client portfolios, and build trusted long-term advisory relationships. This is a high-ownership role in a lean, entrepreneurial environment where success depends on relationship depth, commercial ability, and comfort operating without heavy structure. Key Responsibilities Acquire, manage, and grow HNW\/UHNW client relationships Develop personalised financial plans and investment strategies Manage and rebalance diversified client portfolios Provide advice across retirement, estate, tax, and investment planning Conduct market research and identify investment opportunities Deliver regular portfolio performance updates to clients Collaborate with internal specialists across tax, legal, and investment functions Drive client growth through sourcing, networking, and relationship expansion What You’ll Bring Proven experience in wealth management or investment advisory Demonstrated ability to manage and grow client relationships Strong evidence of revenue generation or book growth Relevant BCom degree FAIS compliance Strong knowledge of financial markets, investment products, asset allocation, and risk management Excellent interpersonal skills with a trust-led advisory style Ability to operate in a fast-paced, unstructured, high-performance environment Nice to Have CFP, CFA, CAIA, CA(SA), or actively working toward a relevant designation Experience with HNW\/UHNW clients Exposure to alternative investments such as hedge funds or private debt Proficiency with Bloomberg, Iress, or Morningstar What’s On Offer Performance-based upside after revenue hurdle High earning potential for strong performers Exposure to alternative investments and sophisticated client portfolios Direct access to leadership in a founder-led, high-growth environment Company Culture This is a founder-led, high-performance environment with a flat, entrepreneurial structure. The team values initiative, accountability, humility, and strong relationship-building. It’s best suited to self-starters who are comfortable with ambiguity, take ownership without waiting for instruction, and are motivated by long-term upside rather than short-term structure.   Please note: If you have not been contacted within 10 working days, consider your application unsuccessful.

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