Wealth Manager | Bryanston, Cape Town, Stellenbosch

SUMMARY:
Wealth Manager | Bryanston, Cape Town, Stellenbosch

POSITION INFO:

Technical Competencies & Behaviors

Investment Strategy and Portfolio Management: Advanced knowledge of various investment strategies and the ability to
design and manage diversified portfolios tailored to high-net-worth clients. Proficiency in asset allocation, risk management,
and performance analysis.
Financial Planning: Expertise in comprehensive financial planning, encompassing retirement planning, estate planning, tax
strategies, and other relevant areas.
Financial Products Knowledge: Familiarity with a broad range of financial products, including equities, bonds, mutual funds,
alternative investments, and other relevant instruments. Ability to assess and recommend appropriate financial products
based on client needs and risk profiles.
Market Analysis and Research: Thorough understanding of financial regulations and compliance requirements, ensuring all
activities adhere to industry standards and legal guidelines. Implementation of compliance best practices in all aspects of
wealth and investment management.
Dedication to understanding and prioritizing the unique needs and preferences of high-net-worth clients.
Strong problem-solving skills to address complex financial challenges and make strategic decisions.
Ability to make well-informed decisions under uncertainty and pressure.

Education & Qualifications
Relevant BCom Degree
CFP/CFA preferred or working towards the designation
FAIS Compliant

Relevant Experience
Proven experience as a Wealth and Investment Manager with a focus on high-net-worth clients.
In-depth knowledge of financial markets, investment products, and wealth management strategies.
Strong analytical and quantitative skills.
Excellent communication and interpersonal skills.
Compliance-oriented mindset and adherence to regulatory guidelines.

Description of job responsibility/duty
Develop and maintain strong relationships with high-net-worth clients.
Understand clients'' financial goals, risk tolerance, and preferences to provide personalized financial advice.
Conduct comprehensive financial analyses to assess clients'' current financial situations and future objectives.
Create customized financial plans that align with clients'' goals and objectives.
Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators,
and risk factors.
Monitor financial markets, economic trends, and investment opportunities to make informed recommendations.
Manage clients'' investment portfolios, ensuring proper diversification and alignment with their financial goals.
Regularly review and rebalance portfolios based on market conditions and clients''