Private Client Wealth Manager | Constantia

The Recruitment Council; Cape Town; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading recruitment firm in Cape Town is seeking an experienced Private Client Wealth Manager. The role requires exceptional client relationship skills, financial market knowledge, and a strong background in investment advisory for high-net-worth clients. Candidates must possess an FSCA qualification and have 2-5 years of relevant experience. This position offers opportunities to drive client success and achieve targets while ensuring compliance with regulations.

Qualifications

• 2-5 years of experience as a Private Client Wealth or Relationship Manager.
• Proven experience in high and ultra-high net wealth investment advisory.
• Strong understanding of financial markets and instruments.

Responsibilities

• Provide exceptional service to existing private clients.
• Conduct in-depth client reviews and make recommendations.
• Manage and track all leads to ensure timely contact.

Skills

Client relationship management

Financial market analysis

Regulatory compliance knowledge

Education

FSCA recognized qualification

Tools

XPlan CRM

Job description

Overview

Are you an experienced and proactive financial professional with a knack for building strong client relationships? Our client is looking for a Private Client Wealth Manager to join their team of investment specialists. This role is perfect for a self-starter who excels at providing top-tier service to private wealth clients and is driven by the achievement of targets.

Responsibilities

• Provide exceptional service to existing private clients, addressing their queries and needs with professionalism and efficiency.
• Conduct in-depth client reviews to assess their current financial situation, analyze their needs, and make suitable recommendations.
• Help your team achieve monthly Funds Under Management (FUM) targets and other deliverables.
• Manage, track, and follow up on all leads to ensure timely contact.
• Utilize our company’s CRM package, XPlan, to manage client information and maintain accurate records.
• Ensure all administrative and business processes are fully compliant with regulations from the FSCA and FAIS Act.

Qualifications and Experience

• A recognized FSCA tertiary qualification.
• 2-5 years of experience as a Private Client Wealth or Relationship Manager.
• Proven experience in high and ultra-high net wealth investment advisory and planning.
• A strong understanding of financial markets, securities, and financial instruments such as equities, bonds, and investment schemes.
• A valid driver’s license.