Wealth Investment Manager | KZN
SUMMARY:
Wealth Investment Manager | KZN
POSITION INFO:
About Our Client
We are currently recruiting on behalf of a premier financial services firm known for its commitment to service excellence and sophisticated global investment solutions. Operating within an open architecture environment, our client empowers high-net-worth (HNW), ultra-high-net-worth (UHNW), and Family Office clients with holistic, market-leading advice.
The Opportunity
We are seeking a high-caliber Wealth Investment Manager (WIM) to play a key role in driving growth, gathering, and retaining Assets Under Management (AUM).
In this role, you will act as a trusted advisor to sophisticated private clients, offering strategic thought leadership backed by a deep understanding of both local and international market trends.
Key Responsibilities
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AUM Growth & Retention: Drive business growth by attracting and retaining AUM within the HNW, UHNW, and Family Office segments.
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Holistic Global Advice: Deliver tailored, end-to-end wealth management strategies leveraging a fully open architecture platform.
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Service Excellence: Build and maintain long-lasting, high-touch relationships anchored in exceptional client service.
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Strategic Thought Leadership: Provide insights on evolving macroeconomic trends, asset classes, and investment solutions across local and international markets.
Ideal Candidate Profile
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Proven track record in gathering and managing AUM within the HNW, UHNW, or Family Office space.
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Expertise in delivering holistic global investment advice and navigating open architecture platforms.
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Strong strategic acumen with a thorough grasp of current local and global market dynamics.
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Exceptional relationship management skills with a passion for service excellence