Private Client Wealth Manager — Elite UHNW Advisory

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

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.