Senior Wealth Manager
The Recruitment Council Cape Town
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.
- 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.
- 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.
- 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.
Helderberg Personnel CCSomerset West, 41 km from Cape Town
Matric / Grade 12
• 24 years administrative experience in financial services, investments, or wealth management
Advantageous
• Certificate or diploma in Finance, Business Administration, or Wealth Management
• Experience working with investment...
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