Junior Wealth Manager | Cape Town, Stellenbosch, Umhlanga, Bryanston

Description of job responsibility / duty

Wealth Management

Develop and maintain strong relationships with high-net-worth clients.

Understand clients' financial goals, risk tolerance, and preferences to provide personalized financial advice.

Conduct comprehensive financial analyses to assess clients' current financial situations and future objectives.

Create customized financial plans that align with clients' goals and objectives.

Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators,

and risk factors.

Monitor financial markets, economic trends, and investment opportunities to make informed recommendations.

Manage clients' investment portfolios, ensuring proper diversification and alignment with their financial goals.

Regularly review and rebalance portfolios based on market conditions and clients' changing needs.

Assess and mitigate potential risks associated with clients' investment portfolios.

Stay abreast of market trends, economic developments, and investment opportunities to provide informed advice.

Conduct thorough research on financial products, strategies, and industry best practices.

Stay updated on regulatory changes and industry best practices related to the industry.

Provide regular performance reports to clients, summarizing the performance of their investment portfolios and highlighting

key insights.

Collaborate with internal teams, including tax professionals, legal advisors, and other specialists to offer holistic financial

solutions to clients.

Actively engage in networking activities to expand the client base and stay connected with industry professionals.

Education & Qualifications

Relevant BCom Degree

CFP / CFA preferred or working towards the designation

FAIS Compliant

Relevant Experience

Proven experience as a Wealth and Investment Manager with a focus on high-net-worth clients.

In-depth knowledge of financial markets, investment products, and wealth management strategies.

Strong analytical and quantitative skills.

Excellent communication and interpersonal skills.

Compliance-oriented mindset and adherence to regulatory guidelines.