Wealth Managers

SUMMARY:
Wealth Managers

POSITION INFO:

Job Vacancy: Wealth Managers (New Business & Client Servicing Roles)

📍 Locations: Johannesburg, Cape Town, Durban
💰 Remuneration:

• New Business Role: Basic salary + high commission (3 options available)

• Client Servicing Role: Primarily salary-based + performance incentives

An established and nationally represented advisory firm is seeking Wealth Managers for two key functions:

1. New Business Development – Converting warm leads from members of company-sponsored retirement funds who have requested financial advice.

2. Client Servicing – Managing and retaining existing clients using a proprietary financial planning platform.

Key Responsibilities:

New Business:

• Engage and convert retirement fund members into clients

• Provide tailored financial advice based on AUM tiers (up to R10M, R10M–R20M, R20M+)

• Follow FAIS-compliant practices in lead conversion

Client Servicing:

• Provide holistic financial planning and advice using internal systems

• Retain, consult, and grow existing client portfolios

• Proactive and ad hoc servicing within set compliance and internal policies

✅ Minimum Requirements:

• Regulatory Exam 5 (RE5)

• FAIS Category 1 or 2 Representative

• Relevant tertiary qualification in finance or commerce

• Experience ranging from under-supervision to Certified Financial Planners (CFPs)

• Intermediate MS Office skills (Excel, Word, PowerPoint, Outlook)

• Proven communication, sales, and problem-solving skills

🧠 Key Attributes:

• Client-focused and service-driven

• Strong interpersonal and presentation skills

• Self-motivated with the ability to work under pressure

• Well-groomed and professional

• Analytical and deadline-driven