Wealth Manager

SUMMARY:
Wealth Manager

POSITION INFO:

Job Title: Wealth Manager

Segment: High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW) & Family Offices Location: South Africa Employment Type: Permanent / Full-Time

Role Description

The Wealth Investment Manager (VP) is a senior, client-facing role focused on the strategic acquisition and long-term retention of Assets Under Management (AUM). Operating within a sophisticated open-architecture environment, the successful candidate will provide holistic, global wealth and investment advice tailored to the unique needs of HNW, UHNW, and Family Office clients.

The incumbent must demonstrate exceptional strategic thought leadership and possess a thorough, nuance-driven grasp of current financial trends across both local and international markets.

Core Competencies

• Shaping Strategy & Strategic Thinking: Ability to anticipate market shifts, grasp complex macro/microeconomic events, and align wealth advisory offerings accordingly.

• Building Customer Value: Cultivating deeply trusted, advisory relationships with affluent individuals and family offices through service excellence.

• Partnering & Influencing: Exceptional credibility and persuasion skills to collaborate effectively with both internal stakeholders and sophisticated external clients.

• Delivering Results: A strong individual drive to meet AUM growth targets and manage high-performing pipelines autonomously.

• Leading & Developing Teams: Capacity to lead innovation, manage change, and develop junior advisors or support staff within the wealth ecosystem.

Key Responsibilities

• AUM Generation & Retention: Proactively identify, prospect, and secure new HNW/UHNW asset pipelines while protecting and growing the existing portfolios

• Holistic Global Advisory: Provide top-tier, bespoke investment advice, encompassing multi-asset-class portfolios, offshore structures, and estate/succession planning.

• Market Evaluation: Conduct continuous quantitative analysis and investment evaluations to interpret global economic trends into actionable client strategies.

• Stakeholder Management: Network extensively at executive and ultra-high-net-worth levels, projecting absolute professional credibility.

• Governance & Practice Management: Ensure all client interactions, portfolio constructions, and advice frameworks strictly adhere to internal risk appetites and external statutory laws.

Minimum Role Requirements & "Must-Haves"

Education & Qualifications

• NQF Level 8: Postgraduate degree or Honors qualification in a related field (e.g., Investments, Finance, Law, Accounting/Tax, Economics, or Business Administration). A Master''s degree is highly advantageous

• Certified Financial Planner (CFP®): Valid and active professional designation.

Experience & Track Record

• Investment Management Experience: 3 to 5 years of dedicated experience directly within a private wealth, asset management, or private banking environment.

• Proven Sales Track Record: Demonstrated success in capital gathering, business development, and client onboarding within the affluent market.

Regulatory, Technical & Compliance Status

• FAIS Fit & Proper: Fully compliant under all designated FAIS Sub-categories for wealth advisory.

• Regulatory Exams: Valid RE5 Representative Certificate.

• Supervision Status: The candidate must not be operating under supervision for any critical advisory sub-categories.

• Skills: Advanced numerical reasoning, complex analytical investment evaluation, and exceptional written/verbal communication skills across all corporate levels.

• Digital Literacy: High level of systems knowledge and digital savviness.