Senior Private Wealth Advisor for HNW Clients

Sanlam Limited; Sandton; On-site; ZAR 1,000,000 - 1,300,000; Full time

Job summary

Sanlam Private Wealth, based in Sandton, Gauteng, seeks a Wealth Manager to acquire and nurture high-net-worth client relationships with strategic wealth advice and a focus on growth. You will deliver holistic wealth management, investments and financial planning solutions while collaborating with portfolio managers and specialists to meet client objectives.

The role requires a commercially driven professional who can identify client needs, build a profitable client book and ensure compliant,

Qualifications

• Experience in private client wealth management and financial planning.
• Proven ability to acquire and grow high-net-worth client relationships.
• Strong knowledge of investments and wealth management principles.

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.
• Work with Portfolio Managers to deliver integrated wealth solutions.

Skills

Strong sales and business development

Client relationship management

Wealth management and financial plan

Networking and advisory skills

Education

CFP qualification (advantageous)

Higher Diploma in Tax (advantageous)

FAIS representative status and RE5, where applicable

Job description

Sanlam Private Wealth, based in Sandton, Gauteng, seeks a Wealth Manager to acquire and nurture high-net-worth client relationships with strategic wealth advice and a focus on growth. You will deliver holistic wealth management, investments and financial planning solutions while collaborating with portfolio managers and specialists to meet client objectives.

The role requires a commercially driven professional who can identify client needs, build a profitable client book and ensure compliant,