Senior Wealth Manager

Are you an experienced wealth professional looking to elevate your career Join a respected listed financial services group known for its client-focused approach and commitment to excellence. This is your opportunity to partner with high-net-worth clients provide tailored investment solutions and build long-term financial success stories.

An established and reputable wealth management firm is seeking a Senior Wealth Manager to join their Bellville office.

This role offers the chance to work within a collaborative high-performing team engaging directly with sophisticated clients while providing expert financial advice and portfolio management. Youll have exposure to a wide range of investment products strategic financial planning and client relationship management all within a stable and growth-oriented environment.

If you are passionate about financial planning excel in client servicing and are eager to grow your career with a listed group that values professionalism and integrity this opportunity is tailor-made for you.

Key Responsibilities :

• Conduct in-depth client portfolio reviews and prepare detailed reports in line with company policy.
• Provide holistic financial and investment advice ensuring alignment with clients goals and risk profiles.
• Manage existing client relationships and promptly address portfolio-related queries and requests.
• Identify and develop new business opportunities while promoting the companys suite of financial products.
• Ensure full compliance with FAIS FICA and internal governance standards.

Job Experience and Skills Required :

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If you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

We also invite you to contact us to discuss your next career move in finance!

For more information contact :

Angelique Jardim

Specialist Recruitment Consultant

Required Experience :

Manager

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1