Wealth Manager (Advisory) | Western Cape

Recruiter:

The Recruitment Council

Job Ref:

Wealth Manager (Advi..

Date posted:

Friday, March 27, 2026

Location:

Cape Town, South Africa

Salary:

market related

SUMMARY:
Wealth Manager (Advisory) | Western Cape

POSITION INFO:

Are you a passionate, client-centric financial professional looking to join a boutique, holistic Family Office?

Our client is seeking a dedicated Wealth Manager to join their Client Relationship Management team. In this role, you will manage and develop an existing advisory client book, ensuring the delivery of high-quality financial advice and an exceptional client experience.

Key Responsibilities:

Client Servicing: Conduct regular client visits to provide wealth management feedback and re-evaluate risk profiles and financial needs.

Strategic Planning: Ensure detailed Financial Needs Analyses (FNAs) are completed and reviewed annually for all clients.

Relationship Management: Proactively manage an existing book while identifying cross-selling opportunities to increase Assets Under Management (AUM).

New Business Development: Network to obtain referrals, conduct presentations, and attend seminars to identify business opportunities.

CRM & Technology: Maintain accurate client information in Xplan, using the system for tasks, threads, and reporting.

Collaboration: Work closely with Wealth Management Assistants (WMAs) and specialists across the Group to ensure seamless administration and holistic service.

Compliance: Ensure 100% industry compliance in file preparation and stay updated on regulatory developments.

Requirements:

Education: An undergraduate degree in Commerce or Business Science with a Postgraduate Diploma in Financial Planning is required.

Professional Certification: Must be a Registered CFP® with the FPI (non-negotiable).

Experience: 1–3+ years of proven experience providing holistic financial planning and advice to HNW and UHNW clients.

Technical Skills: Proficiency in Xplan (or a similar CRM system) and the Microsoft Office suite.

Competencies: Strong planning and presentation skills, commercial drive, integrity, and a results-oriented mindset.

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