Wealth Manager

Job Description About the Role Are you an experienced Wealth Manager looking to elevate your career within one of South Africas premier financial service groups? Our client, a leading financial institution, is seeking a high-performing Wealth Manager to join their dynamic team. In this role, you will leverage a data-informed, integrated advice approach to deliver holistic financial planning for high-net-worth clients. You will formulate customized strategies across investment solutions, risk management, estate planning, and cash management to help clients achieve their long-term financial goals. Key Responsibilities - Holistic Advisory: Analyze client financial information to construct tailored proposals in investment planning, risk solutions, estate planning, and cash management. - Growth & Retention: Drive revenue growth by meeting sales targets, identifying new client opportunities, and educating clients to maximize retention. - Quality & Compliance: Deliver consistent, high-quality advice in alignment with internal investment philosophies and approved product matrices. - Client Relationship Management: Provide ongoing progress reports against agreed Service Level Agreements (SLAs). - Networking & Expansion: Build strong alliances across internal stakeholders and represent the business in relevant industry forums. Qualifications & Experience Required - Education: Certified Financial Planner (CFP®) designation paired with a relevant degree in Finance, Investments, Economics, or related fields. - Experience: Proven track record in providing bespoke wealth management solutions at a managerial level. - Licensing: CAT 1 license (signed off for supervision) is mandatory. A CAT 2 license is a strong advantage. Whats in It for You? - Attractive EVP: Highly competitive remuneration and reward structures. - Flexibility & Wellbeing: Flexible/hybrid work arrangements with a strong focus on employee health and wellness. - Professional Growth: Direct access to mentorship, executive coaching, and cross-functional group collaboration opportunities. Requirements & Compliance - Clear credit and criminal record (compliance with the National Credit Act requirements). - Must not be an unrehabilitated insolvent. - Appointments will be made in line with the clients Employment Equity strategy.