Private Client Wealth Manager

The role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for the Company through signing the client’s lump sum investments to suite of local and offshore Personal Share Portfolio (PSP) and Fund investment products, as well as offering and cross selling other complementary product offerings.

Wealth Planners must be able to prospect and source private clients through established Professional and Lifestyle Networks, as well as through direct business thereby increasing the Funds Under Management (FUM) thus establishing and growing the Wealth Planner’s client book. These Networks are the focus of new private client business acquisition due to the resources and business development. Wealth Planners with a unique and/or established lead and client source will be particularly successful in their attainment of FUM in target and performance driven environment.

Wealth Planners are motivated, driven, organised and accountable investment advisory and planning professionals who are able to operate with a sales orientated business while always acting ethically and compliantly toward all private clients.

Strong and fundamental understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as Local and Foreign Investment Schemes.

A good understanding of local and global economic fundamentals.

A good understanding of the various client needs and risk profile analysis tools and approaches used to meet client’s varying

1. Recognised tertiary qualification in a finance related field such as a BCom, BBusSc or a wealth management/investment management qualification.
2. A completed Postgraduate Diploma in Financial Planning would be advantageous. An in-progress completion of the above will also be considered advantageous.
3. Written and passed the Representative (RE5) exam and are currently on an FSP''s license as a Representative giving advice and providing an intermediary service.
4. 5-10 years’ experience as a Private Client Wealth Manager.
5. Drivers license