Senior Wealth Manager | Western Cape

SUMMARY:
Senior Wealth Manager | Western Cape

POSITION INFO:

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.