Senior Wealth Manager

Recruiter:

Network Recruitment

Job Ref:

NFE009092/Ally

Date posted:

Tuesday, October 21, 2025

Location:

Cape Town, South Africa

Salary:

450000 Annually

SUMMARY:
ð Ever pictured yourself as the architect behind someone’s financial freedom? This isn’t just another wealth management role — it’s where your financial insight meets human impact, and your strategies shape legacies that last generations.

POSITION INFO:
Our client isn’t your typical wealth management firm — they’re redefining what it means to build and preserve prosperity. You’ll step into a collaborative, high-achieving environment that empowers you to work closely with sophisticated clients, offering tailored financial advice and managing diverse investment portfolios. As the Senior Wealth Manager, you’ll be trusted to deliver holistic, strategic financial guidance that goes beyond returns — helping clients align their wealth with their ambitions. It’s an opportunity to grow your career within a listed, future-focused group that values professionalism, integrity, and innovation.

Key Responsibilities:

Lead comprehensive portfolio reviews and craft detailed financial reports that guide smarter decision-making.
Deliver integrated financial planning and investment solutions that reflect each client’s goals and risk appetite.
Build, nurture, and expand strong client relationships through consistent engagement and trusted advice.
Identify opportunities for growth and introduce clients to the firm’s range of investment products.
Maintain strict compliance with FAIS, FICA, and internal governance standards.

Job Experience and Skills Required:

Education: BCom Degree in Finance or Investments, with CFP accreditation and RE qualification.
Experience: At least 5 years in the financial services industry, ideally in wealth management or paraplanning.
Language: Fluent in English and Afrikaans (verbal and written).
Skills: Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook). Excellent analytical, communication, and relationship management skills.
Other: Must have own vehicle and valid driver’s licence for client engagements.

â¨ Why This Role Stands Out:
You’ll be part of a forward-thinking, growth-driven business where your expertise is valued, your voice is heard, and your impact is tangible. This is a chance to do more than manage wealth — it’s a chance to shape futures.

ð£ Apply Now!

If you’re driven by excellence, thrive on meaningful client relationships, and want to elevate your career in wealth management, this role was made for you. Don’t let your next big opportunity pass you by.

For more exciting Finance vacancies, please visit:

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