Senior Wealth & Investment Manager for HNW Clients

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

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.