Job Description

Key Responsibilities:

• Develop and manage a portfolio of ultra-high-net-worth clients (portfolios exceeding R1 billion).
• Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment, emphasizing service excellence within the HNW, UHNW, and Family Office segments.
• Conduct financial planning, risk analysis, and asset allocation strategies.
• Maintain strong client relationships and ensure compliance with financial regulations.
• Display strategic thought leadership, with a thorough grasp of current local and international market trends.

Key Requirements:

• NQF 8 qualification
• Master's/Postgraduate degree in a related field (Investments, Finance, Law, Accounting/Tax, Economics, or Business Administration)
• Certified Financial Planner
• RE5 Representative Certificate
• Fit & Proper under the designated FAIS Sub-categories

Deal Breakers:

• 5+ years of Investment Management experience
• Relevant qualifications: Investment Postgrad, Certified Financial Planning Qualification, Honours
• Proven sales track record within UHNW client segments
• Ideally, candidates should not be under supervision for any FAIS subcategories

Skills Required