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.
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
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