Job Summary
We’re recruiting a Senior Wealth Manager to manage and grow a portfolio of High-Net-Worth clients in Sandton.
This role is ideal for a seasoned wealth professional with strong investment, financial planning, and client relationship skills.
Requirements
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Relevant BCom degree
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CFP or CFA designation (preferred) or actively working towards it
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FAIS compliant
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Proven track record managing High-Net-Worth (HNW) clients
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Strong knowledge of financial markets, investment products, and wealth strategies
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Advanced understanding of asset allocation, risk management, and portfolio construction
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Proficiency in investment platforms such as Bloomberg, Iress, and Morningstar
Duties and Responsibilities
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Develop and implement personalized financial plans for HNW clients
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Design and manage tailored investment strategies aligned to client goals and risk profiles
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Conduct detailed financial analyses covering retirement, estate, and tax planning
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Monitor, rebalance, and optimize client portfolios based on market conditions
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Provide regular performance reporting and insights to clients
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Identify and mitigate investment and portfolio risks
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Stay informed on market trends, regulatory changes, and best practices
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Collaborate with internal specialists (tax, legal, and advisory teams)
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Actively source, prospect, and onboard new wealth management clients
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