WEALTH MANAGER

SUMMARY:
Deliver tailored wealth management solutions aligned with clients' life goals.

POSITION INFO:

Our client with a national footprint within the financial sector seeks the duties of a highly skilled Wealth Manager.

Key Responsibilities

Client Relationship Management

• Build, manage, and retain a portfolio of high‑value clients.
• Conduct in‑depth financial needs analyses and develop personalised long‑term financial plans.
• Provide ongoing advice on investment strategies, retirement planning, estate planning, and risk management.
• Maintain regular communication with clients to review performance, adjust strategies, and ensure alignment with evolving goals.

Financial Planning & Advisory

• Prepare comprehensive financial plans incorporating long‑term savings, retirement products, investment vehicles, and risk‑cover solutions.
• Analyse client portfolios and recommend appropriate long‑term investment strategies.
• Ensure all advice is compliant with FAIS, FICA, TCF, and other relevant regulatory frameworks.
• Present complex financial concepts in a clear, client‑friendly manner.

Investment & Portfolio Management

• Monitor market trends, economic indicators, and product developments within the long‑term insurance and investment industry.
• Construct and manage diversified portfolios aligned with clients’ risk profiles and time horizons.
• Collaborate with internal investment specialists to optimise portfolio performance.
• Prepare performance reports and conduct periodic portfolio reviews.

Business Development

• Identify new business opportunities within existing and prospective client networks.
• Participate in marketing initiatives, client events, and referral programmes.
• Contribute to the growth of the wealth‑management division through proactive client acquisition and retention strategies.

Compliance & Administration

• Maintain accurate and up‑to‑date client records, advice files, and compliance documentation.
• Ensure all transactions, recommendations, and disclosures meet regulatory and internal governance standards.
• Support audit processes and internal compliance reviews.

Qualifications & Experience

• Bachelor’s degree in Finance, Investment Management, Economics, or related field.
• Certified Financial Planner (CFP®) designation or progress toward it is highly advantageous.
• Minimum 5–8 years’ experience in wealth management, financial planning, or long‑term insurance advisory.
• FAIS accreditation (RE5/RE1) and relevant product licences required.
• Strong understanding of long‑term investment products, retirement funds, annuities, and risk‑cover solutions.
• Proven track record of managing and growing a client portfolio.

Key Competencies

• Strong analytical and financial‑modelling skills.
• Excellent communication and relationship‑building abilities.
• High ethical standards and commitment to client‑centric advice.
• Strategic thinking with a long‑term planning mindset.
• Ability to simplify complex financial concepts for clients.
• Strong business‑development and networking capabilities.