Elite Wealth Manager for HNW Clients

Sanlam; Sandton; On-site; ZAR 1,000,000 - 1,400,000; Full time

Job summary

Sanlam Private Wealth is seeking a Wealth Manager to acquire, manage and grow high-net-worth client relationships. The role focuses on delivering holistic wealth management, investment and financial planning solutions and expanding a profitable client book.

You will work with portfolio managers and specialists to tailor strategies, review client objectives, and build strong collaborations with intermediaries while ensuring regulatory compliance.

Qualifications

• BCom / Honours / CA(SA) / CFA / MBA / LLB required or equivalent.
• CFP qualification would be advantageous.
• Higher Diploma in Tax would be advantageous.
• FAIS representative status and RE5, where applicable.
• Proven experience within private client wealth management, financial planning or investment management.
• Proven ability to develop and grow a profitable client book.

Responsibilities

• Acquire, manage and grow relationships with high-net-worth private clients.
• Build and grow a profitable client book through new client acquisition.
• Provide holistic wealth management, investment and financial planning solutions.
• Conduct regular client reviews and provide strategic wealth advice.
• Identify opportunities to expand existing client relationships and grow revenue.
• Develop a deep understanding of client financial objectives and wealth planning needs.
• Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.
• Build and maintain relationships with professional intermediaries and referral partners.
• Monitor financial market developments and their impact on client portfolios.
• Ensure compliance with all relevant regulatory, governance and policy requirements.

Skills

Investments

Wealth management

Client relationships

Business development

Communication skills

Analytical ability

Education

BCom / Honours / CA(SA) / CFA / MBA / LLB

CFP qualification advantageous

Higher Diploma in Tax advantageous

FAIS representative status & RE5

Job description

Sanlam Private Wealth is seeking a Wealth Manager to acquire, manage and grow high-net-worth client relationships. The role focuses on delivering holistic wealth management, investment and financial planning solutions and expanding a profitable client book.

You will work with portfolio managers and specialists to tailor strategies, review client objectives, and build strong collaborations with intermediaries while ensuring regulatory compliance.