Senior Wealth and Investment Manager Competitive Remuneration Package plus Incentives

Efficient Frontier Recruitment; Sandton; Sur place; ZAR 1 200 000 - 2 100 000; Plein temps

Avantages offerts par ce poste

Competitive remuneration package

Incentives

Résumé du poste

Wealth Management Firm in South Africa seeks a seasoned Wealth and Investment Manager to oversee an existing portfolio of sophisticated high-net-worth clients. You will coordinate with tax advisors and fiduciary specialists, deliver performance reporting, and manage both onshore and offshore structuring with strong market research.

Ideal candidates hold a CFA charter (CFP preferred), FAIS compliance, and a proven track record in wealth management and client service.

Qualifications

• CFA Charter holder or CFP preferred and FAIS compliance.
• Experience with HNW client portfolios and offshore/local structuring.
• Strong knowledge of financial markets, products, and wealth planning.

Responsabilités

• Manage an established portfolio of sophisticated high-net-worth clients.
• Collaborate with Tax Advisors and Fiduciary Specialists.
• Produce performance reporting and ensure regulatory compliance.
• Oversee onshore and offshore structuring and market research.

Connaissances

CFA Charter

CFP Certification

FAIS Compliant

Wealth management

Analytical skills

Interpersonal skills

Formation

B.Com / BBusSci or related degree

Description du poste

Introduction

A 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

The successful incumbent will amongst others be responsible for:

• 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.Com, 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