Wealth Manager

SUMMARY:
Wealth Manager

POSITION INFO:
Job Description About the Role Are you an experienced Wealth Manager looking to elevate your career within one of South Africa's premier financial service groups? Our client, a leading financial institution, is seeking a high-performing Wealth Manager to join their dynamic team . In this role, you will leverage a data-informed, integrated advice approach to deliver holistic financial planning for high-net-worth clients . You will formulate customized strategies across investment solutions, risk management, estate planning, and cash management to help clients achieve their long-term financial goals . Key Responsibilities Holistic Advisory: Analyze client financial information to construct tailored proposals in investment planning, risk solutions, estate planning, and cash management . Growth & Retention: Drive revenue growth by meeting sales targets, identifying new client opportunities, and educating clients to maximize retention . Quality & Compliance: Deliver consistent, high-quality advice in alignment with internal investment philosophies and approved product matrices . Client Relationship Management: Provide ongoing progress reports against agreed Service Level Agreements (SLAs) . Networking & Expansion: Build strong alliances across internal stakeholders and represent the business in relevant industry forums . Qualifications & Experience Required Education: Certified Financial Planner (CFP®) designation paired with a relevant degree in Finance, Investments, Economics, or related fields . Experience: Proven track record in providing bespoke wealth management solutions at a managerial level . Licensing: CAT 1 license (signed off for supervision) is mandatory . A CAT 2 license is a strong advantage . What's in It for You? Attractive EVP: Highly competitive remuneration and reward structures . Flexibility & Wellbeing: Flexible\/hybrid work arrangements with a strong focus on employee health and wellness . Professional Growth: Direct access to mentorship, executive coaching, and cross-functional group collaboration opportunities . Requirements & Compliance Clear credit and criminal record (compliance with the National Credit Act requirements) . Must not be an unrehabilitated insolvent . Appointments will be made in line with the client's Employment Equity strategy .