Wealth Managers

Recruiter:

Esteem Recruitment

Job Ref:

Wealth Manager

Date posted:

Friday, August 8, 2025

Location:

Johannesburg, South Africa

Salary:

Annual+ Comm

SUMMARY:
Wealth Managers

POSITION INFO:

Job Vacancy: Wealth Managers (New Business & Client Servicing Roles)

📍 Locations: Johannesburg, Cape Town, Durban
💰 Remuneration:

New Business Role: Basic salary + high commission (3 options available)
Client Servicing Role: Primarily salary-based + performance incentives

An established and nationally represented advisory firm is seeking Wealth Managers for two key functions:

New Business Development – Converting warm leads from members of company-sponsored retirement funds who have requested financial advice.
Client Servicing – Managing and retaining existing clients using a proprietary financial planning platform.

Key Responsibilities:

New Business:

Engage and convert retirement fund members into clients
Provide tailored financial advice based on AUM tiers (up to R10M, R10M–R20M, R20M+)
Follow FAIS-compliant practices in lead conversion

Client Servicing:

Provide holistic financial planning and advice using internal systems
Retain, consult, and grow existing client portfolios
Proactive and ad hoc servicing within set compliance and internal policies

✅ Minimum Requirements:

Regulatory Exam 5 (RE5)
FAIS Category 1 or 2 Representative
Relevant tertiary qualification in finance or commerce
Experience ranging from under-supervision to Certified Financial Planners (CFPs)
Intermediate MS Office skills (Excel, Word, PowerPoint, Outlook)
Proven communication, sales, and problem-solving skills

🧠 Key Attributes:

Client-focused and service-driven
Strong interpersonal and presentation skills
Self-motivated with the ability to work under pressure
Well-groomed and professional
Analytical and deadline-driven

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