Wealth Manager

SUMMARY:
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POSITION INFO:

Overview:

Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in financial markets, deep client relationships, and a demonstrated track record in building and managing a successful book of clients.

Responsibilities:

• Build and manage a book of clients by leveraging personal drive, market knowledge, leadership, and networking skills to deliver client-specific investment solutions
• Develop long-term client relationships based on trust, integrity, and out-of-the-ordinary service
• Provide local and global investment solutions tailored to each client's goals
• Educate clients on available technology and platforms to help them monitor and manage their investments effectively
• Ensure compliance by conducting regular investment reviews and providing timely, transparent feedback
• Collaborate with a high-performing, inclusive team, contributing positively to team goals and fostering a culture of diversity and mutual success

Experience, skill and capability:

• Relevant tertiary qualification such as BCom or related degree; postgraduate qualifications in Financial & Investment fields preferred
• Professional certifications advantageous: CFP, CFA, CA(SA)
• 5+ to 6+ years of relevant experience in financial services, preferably with direct client and investment exposure, especially financial markets
• Proven track record in client acquisition, cultivation, and maintaining strong client relationships
• Strong understanding of financial markets and the investment industry
• Demonstrated ability and commitment to providing objective, goal-based financial advice and planning
• Strong analytical skills and proficiency in MS Office, particularly PowerPoint and Excel
• Knowledge of Bloomberg and I-Net advantageous
• Proactive, self-starting approach with strong initiative