Senior Wealth Manager

A leading financial services firm situated in Johannesburg is seeking a Senior Wealth Manager to join their team. This role is perfect for a highly driven, entrepreneurial, and goal-oriented individual with a deep understanding of wealth management practices and procedures.

The successful candidate will be responsible for transitioning a portfolio valued at R250 million within two years, providing comprehensive financial planning and wealth management advice to clients, and maintaining a robust client base management system. This commission-based role offers the chance to work in a dynamic business environment.

Key qualifications and experience for the Senior Wealth Manager:

• Bachelor’s degree in commerce or a related financial field
• Successfully completed a RE5 qualification and all supervisory requirements
• 3-5 years of relevant experience in the advisory space
• Experience in offshore investment and wealth management (preferred)
• Demonstrated ability to engage both new and existing clients on a fee-based structure
• Deep knowledge of wealth management practices and procedures with the capability to communicate them effectively
• Proficient in product knowledge with the ability to convey a broad range of comprehensive financial planning strategies and solutions clearly

Key duties for the Senior Wealth Manager include but are not limited to:

• Transition a portfolio valued at R250 million within two years
• Oversee and manage investment accounts
• Provide comprehensive financial planning and wealth management advice to clients
• Employ a holistic approach to sustain long-term client relationships
• Deliver tailored, independent financial planning solutions that align with both short-term and long-term goals in international markets
• Achieve business targets through compliant practices that meet client needs
• Maintain a robust client base management system to ensure exceptional customer service and comprehensive financial guidance

The company:

• Offers an entrepreneurial, dynamic business environment where you can develop your legacy
• Offers an opportunity for you to gain equity, grow and build ownership
• Is in an exciting growth phase, and you'll have the opportunity to establish and nurture business relationships with both existing and new stakeholders.

Salary: Commission Based Only
Location: Johannesburg

Ready to take the next step in your career? Apply now!

About the job

Contract Type: Permanent

Focus: Private Wealth Management

Workplace Type: On-site

Location: Johannesburg

Specialism: Banking & Financial Services

Industry: Financial Services

Salary: Negotiable

Job Reference: CKZN3A-0DE81421

Date posted: 28 October 2024

Consultant: Megan Venter