Wealth Manager | Port Elizabeth (PE) | Eastern Cape

SUMMARY:
Wealth Manager | Port Elizabeth (PE) | Eastern 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.