Senior Wealth Manager

Omega Hr Solutions; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm is seeking a Senior Wealth Manager to manage and grow a portfolio of High‑Net‑Worth clients in Gauteng. The ideal candidate will have a relevant BCom degree, a CFP or CFA designation (or be pursuing one), and proven experience with HNW clients. This role involves developing personalized financial plans, managing investment strategies, and providing insights to clients. The position offers an excellent opportunity for seasoned wealth professionals to thrive in a dynamic environment.

Qualifications

• Relevant BCom degree is essential.
• CFP or CFA designation preferred or in progress.
• FAIS compliant and experienced with HNW clients.

Responsibilities

• Develop and implement personalized financial plans for HNW clients.
• Design and manage tailored investment strategies.
• Conduct detailed financial analyses covering various areas.

Skills

Investment knowledge

Client relationship management

Financial planning expertise

Risk management

Education

Relevant BCom degree

CFP or CFA designation

Tools

Bloomberg

Iress

Morningstar

Job description

Senior Wealth Manager – Omega HR Solutions • Gauteng

We're recruiting a Senior Wealth Manager to manage and grow a portfolio of High‑Net‑Worth clients in Sandton. This role is ideal for a seasoned wealth professional with strong investment, financial planning, and client relationship skills.

Requirements

• Relevant BCom degree
• CFP or CFA designation (preferred) or actively working towards it
• FAIS compliant
• Proven track record managing High‑Net‑Worth (HNW) clients
• Strong knowledge of financial markets, investment products, and wealth strategies
• Advanced understanding of asset allocation, risk management, and portfolio construction
• Proficiency in investment platforms such as Bloomberg, Iress, and Morningstar

Duties and Responsibilities

• Develop and implement personalized financial plans for HNW clients
• Design and manage tailored investment strategies aligned to client goals and risk profiles
• Conduct detailed financial analyses covering retirement, estate, and tax planning
• Monitor, rebalance, and optimize client portfolios based on market conditions
• Provide regular performance reporting and insights to clients
• Identify and mitigate investment and portfolio risks
• Stay informed on market trends, regulatory changes, and best practices
• Collaborate with internal specialists (tax, legal, and advisory teams)
• Actively source, prospect, and onboard new wealth management clients