Senior Wealth Manager

Placements24; Randburg; Hybrid; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Hybrid work model

Uncapped commission

Medical aid & retirement benefits

Job summary

Placements24 is seeking a Senior Wealth Manager in Randburg, Gauteng to provide comprehensive financial planning and investment advisory to high-net-worth clients. The role focuses on developing tailored wealth strategies, portfolio management, and building lasting client relationships.

You will work in a hybrid environment, collaborating with internal specialists and leveraging market insights to help clients preserve wealth across generations while upholding fiduciary standards.

Qualifications

• Bachelor's degree in Finance, Economics, or related field required.
• CFP/CFA designation advantageous.
• Minimum 5 years in wealth management or financial planning.
• Strong investment portfolio management experience.
• Excellent client relationship and communication skills.

Responsibilities

• Develop and implement tailored wealth plans for high-net-worth clients.
• Manage investment portfolios and asset allocations.
• Conduct client needs analyses and provide investment advice.
• Maintain strong client relationships and expand the client base.
• Mentor junior wealth advisors and collaborate with internal specialists.
• Ensure compliance with regulations and fiduciary duties.
• Prepare client performance reports and portfolio reviews.

Skills

Client relationship management

Financial analysis

Investment advisory

Market knowledge

Communication skills

Education

Bachelor's degree in Finance, Economics, or related field

CFP or CFA designation (advantageous)

Tools

Financial planning software

CRM systems

Job description

About the Role

Our client, a leading private wealth management firm, is seeking a highly experienced Senior Wealth Manager to join their esteemed practice in Randburg, Gauteng . This role is dedicated to providing comprehensive financial planning and investment advisory services to high-net-worth individuals and families. The successful candidate will be responsible for developing and implementing tailored wealth strategies, managing investment portfolios, and fostering long-term client relationships. This position adopts a hybrid work approach, enabling a flexible integration of remote work and in-office client engagements and team collaboration in Randburg, Gauteng . You will be a trusted advisor, instrumental in guiding clients towards achieving their financial goals and preserving wealth across generations. The role demands exceptional client relationship management skills, a deep understanding of financial markets, and a commitment to ethical practice.

Key Responsibilities

• Develop and execute personalized financial plans for high-net-worth clients, including retirement planning, estate planning, and tax strategies.
• Manage and grow investment portfolios, making strategic asset allocation decisions based on client objectives and market conditions.
• Conduct in-depth client needs analysis and provide expert advice on investment products and strategies.
• Build and maintain strong, long-lasting relationships with clients, understanding their evolving financial needs.
• Proactively identify new business opportunities and expand the client base.
• Ensure compliance with all regulatory requirements and industry best practices.
• Collaborate with internal specialists (e.g., tax advisors, estate planners) to provide holistic client solutions.
• Stay abreast of market trends, economic developments, and new financial products.
• Prepare client performance reports and conduct regular portfolio reviews.
• Mentor junior wealth advisors and contribute to team development.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional designations (e.g., CFP, CFA) are highly advantageous.
• Minimum of 5 years of proven experience in wealth management, financial planning, or investment advisory for high-net-worth clients.
• Demonstrated track record of successfully managing investment portfolios and achieving client objectives.
• In-depth knowledge of financial markets, investment products, retirement planning, and estate planning.
• Excellent client relationship management and communication skills.
• Strong understanding of financial regulations and compliance requirements.
• Proficiency in financial planning software and CRM systems.
• Ability to work independently and collaboratively in a hybrid work environment.
• High ethical standards and a commitment to fiduciary duty.
• Experience within the Banking & Finance sector is a strong asset.

Benefits

• Attractive base salary and a competitive, uncapped commission structure.
• Comprehensive medical aid and retirement benefits.
• Exceptional opportunities for career growth and professional development.
• Access to a strong client base and firm resources.
• Hybrid work model offering flexibility and work-life balance.
• Professional and prestigious work environment in Randburg, Gauteng .
• Discretionary bonus potential based on firm performance.