Wealth Manager | George | Western Cape

Recruiter:

The Recruitment Council

Job Ref:

Wealth Manager | Geo..

Date posted:

Sunday, March 22, 2026

Location:

george, Western Cape, South Africa

Salary:

Market-Related

SUMMARY:
Wealth Manager | George | Western Cape

POSITION INFO:

Wealth Manager

Are you a driven financial professional with a passion for improving the lives of high-income clients through expert, effective solutions? We are seeking a Wealth Manager to join our premier private wealth team in Cape Town.

Role Purpose

In this role, you will act as a full financial services advisor, providing specialized expertise in savings, investment, and estate planning. Your primary focus will be on delivering high-quality investment advice to help clients achieve their long-term financial goals.

Key Responsibilities

Target Achievement: Meet and exceed gross production and sales targets across approved investment and risk products.
Strategic Planning: Analyze client financial information to develop comprehensive proposals in cash management, risk needs, investment planning, and estate planning.
Relationship Management: Build and maintain strong internal and external networks to support business growth and ensure customer satisfaction.
Portfolio Oversight: Monitor market trends and regularly review client plans to ensure they remain responsive to economic or life changes.
Compliance & Excellence: Ensure all advice aligns with internal investment philosophies and remains compliant with statutory, legislative, and governance requirements.

Requirements

Education: A relevant Degree in Investment or Economics.
Professional Certification: Must be a Certified Financial Planner (CFP).
Experience: 3 to 5 years in a similar environment, including 1 to 2 years at a junior/entry-level management level.
Financial Integrity: Must not be an unrehabilitated insolvent; a credit record check is required per the National Credit Act (NCA).
FAIS Qualifications: Preference will be given to candidates with Category 1 and 2 licenses and experience in various subcategories, including:
- Long-Term Insurance (Subcategories B1, B2, B1-A, B2-A, and C).
- Retail Pension Benefits and Collective Investment Schemes (CIS).
- Shares, Bonds, Money Market Instruments, and Forex Investments.
- Structured Deposits and Hedge Funds.

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