Senior Wealth And Investment Manager Competitive Remuneration Package Plus Incentives

Efficient Frontier Recruitment; Gauteng; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A prominent Wealth Management firm is seeking a Wealth and Investment Manager to oversee the management of high-net-worth clients. The role involves client relationship management, collaboration with specialists, and conducting market research. Ideal candidates will have a CFA or CFP designation, strong analytical skills, and proven experience managing HNW client portfolios. Competitive remuneration package and incentives offered.

Benefits

Competitive remuneration package

Incentives

Qualifications

• Proven experience as a Wealth and Investment Manager with a focus on HNW clients.
• In-depth knowledge of financial markets, investment products, and wealth management strategies.

Responsibilities

• Manage client relationships and ensure their satisfaction.
• Collaborate with tax advisors and fiduciary specialists to deliver comprehensive services.
• Conduct market research and perform analysis for investment strategies.

Skills

Client Relationship Management

Strong analytical and quantitative skills

Excellent communication and interpersonal skills

Compliance-oriented mindset

Education

B, BBusSci or related degree

CFA Charter holder

Certified Financial Planner (CFP)

FAIS Compliant

Job description

IntroductionA prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients.

The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills.

This is more a "farmer" than a "hunter" role, as the focus is on managing the existing portfolio of clients and not on seeking new clients.

The incumbent would also manage two junior team members.

Duties & Responsibilities

• Client Relationship Management
• Collaboration with Tax Advisors, Fiduciary Specialists, and Other External Providers
• Performance Reporting
• Task Management for Onshore and Offshore Structuring
• Market Research and Analysis
• Digesting Market Research and Analysis

Desired Experience & Qualification

• B, BBusSci or related degree
• CFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)
• FAIS Compliant
• Proven experience as a Wealth and Investment Manager with a focus on HNW clients
• In-depth knowledge of financial markets, investment products, structuring and wealth management strategies
• Strong analytical and quantitative skills
• Excellent communication and interpersonal skills
• Compliance-oriented mindset and adherence to regulatory guidelines

Package & Remuneration

• Competitive remuneration package + Incentives