Senior Wealth Manager
Job Description
We're recruiting a Senior Wealth Manager to manage and grow a portfolio of High-Net-Worth clients in Sandton.
This role is ideal for a seasoned wealth professional with strong investment, financial planning, and client relationship skills.
Requirements
Relevant BCom degree
CFP or CFA designation (preferred) or actively working towards it
FAIS compliant
Proven track record managing High-Net-Worth (HNW) clients
Strong knowledge of financial markets, investment products, and wealth strategies
Advanced understanding of asset allocation, risk management, and portfolio construction
Proficiency in investment platforms such as Bloomberg, Iress, and Morningstar
Duties and Responsibilities
Develop and implement personalized financial plans for HNW clients
Design and manage tailored investment strategies aligned to client goals and risk profiles
Conduct detailed financial analyses covering retirement, estate, and tax planning
Monitor, rebalance, and optimize client portfolios based on market conditions
Provide regular performance reporting and insights to clients
Identify and mitigate investment and portfolio risks
Stay informed on market trends, regulatory changes, and best practices
Collaborate with internal specialists (tax, legal, and advisory teams)
Actively source, prospect, and onboard new wealth management clients
Skills Required
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Job Detail
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Job IdJD1631902
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSandton, Johannesburg, South Africa
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EducationNot mentioned