Wealth Investment Manager | Sandton

Recruiter:

The Recruitment Council

Job Ref:

Wealth Investment Ma..

Date posted:

Thursday, December 4, 2025

Location:

Johannesburg, South Africa

Salary:

Market Related

SUMMARY:
Private Wealth Banking

POSITION INFO:

Key Responsibilities:

Develop and manage a portfolio of ultra-high-net-worth clients (portfolios exceeding R1 billion).
Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment, emphasizing service excellence within the HNW, UHNW, and Family Office segments.
Conduct financial planning, risk analysis, and asset allocation strategies.
Maintain strong client relationships and ensure compliance with financial regulations.
Display strategic thought leadership, with a thorough grasp of current local and international market trends.

Key Requirements:

NQF 8 qualification
Master’s/Postgraduate degree in a related field (Investments, Finance, Law, Accounting/Tax, Economics, or Business Administration)
Certified Financial Planner
RE5 Representative Certificate
Fit & Proper under the designated FAIS Sub-categories

Deal Breakers:

5+ years of Investment Management experience
Relevant qualifications: Investment Postgrad, Certified Financial Planning Qualification, Honours
Proven sales track record within UHNW client segments
Ideally, candidates should not be under supervision for any FAIS subcategories

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