Senior Wealth Manager

Placements24; Sandton; Presencial; ZAR 1 200 000 - 2 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Medical aid

Life insurance

Retirement benefits

Career advancement

Investment opportunities

Professional development

Sandton office

Resumo da oferta

Placements24, a leading wealth management firm in Sandton, seeks a Senior Wealth Manager to lead a high-net-worth client portfolio. You will provide comprehensive financial planning, investment advisory, and tailored strategies to grow assets while maintaining strong client relationships.

Ideal candidates have 8+ years in wealth management, CFP/CFA, and deep knowledge of markets, regulatory landscapes, and tax optimization.

Qualificações

• Bachelor's degree in Finance, Economics, Business, or related field; CFP/CFA required.
• 8+ years in wealth management, financial planning or investment advisory.
• Proven track record managing significant client portfolios and achieving objectives.
• Deep knowledge of investment products, markets and regulatory landscape.
• Excellent communication and client relationship management skills.

Responsabilidades

• Develop and implement tailored financial plans and investment strategies for high-net-worth individuals and families.
• Manage and grow a portfolio of client assets in line with objectives and risk tolerance.
• Conduct in-depth financial analysis including retirement and estate planning and tax optimization.
• Maintain long-term client relationships through regular communication and personalized service.
• Stay informed about market trends and investment opportunities.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with tax advisors and legal counsel to provide holistic solutions.
• Actively seek new client referrals and business development opportunities.
• Mentor and guide junior wealth management team members.

Conhecimentos

Communication

Interpersonal skills

Client relationships

Analytical skills

Problem solving

Formação académica

Bachelor's degree

CFP/CFA

Ferramentas

Financial planning software

Investment management platforms

Descrição da oferta de emprego

About the Role

Our client, a prestigious wealth management firm, is seeking an experienced and client-focused Senior Wealth Manager to join their elite team in the heart of Sandton, Gauteng . This pivotal role involves managing and growing a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advisory services. The ideal candidate will possess a deep understanding of investment strategies, financial markets, and client relationship management within the sophisticated Banking & Finance sector. You will be responsible for delivering exceptional financial advice and solutions to help clients achieve their long-term financial goals, operating from our prime Sandton, Gauteng location.

Key Responsibilities

• Develop and implement tailored financial plans and investment strategies for high-net-worth individuals and families.
• Manage and grow a portfolio of client assets, ensuring alignment with client objectives and risk tolerance.
• Conduct in-depth financial analysis, including retirement planning, estate planning, and tax optimization.
• Build and maintain strong, long-term relationships with clients through regular communication and personalized service.
• Stay informed about market trends, economic conditions, and investment opportunities.
• Ensure compliance with all regulatory requirements and internal policies.
• Collaborate with specialists (e.g., tax advisors, legal counsel) to provide holistic client solutions.
• Actively seek new client referrals and business development opportunities.
• Mentor and guide junior wealth management team members.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field. Relevant professional certifications such as CFP, CFA, or equivalent are essential.
• Minimum of 8 years of experience in wealth management, financial planning, or investment advisory roles.
• Proven track record of successfully managing significant client portfolios and achieving client objectives.
• In-depth knowledge of investment products, financial markets, and regulatory landscape.
• Excellent communication, interpersonal, and client relationship management skills.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and investment management platforms.
• A strong network within the high-net-worth community is highly desirable.
• Ability to work in a demanding, client-facing role based in Sandton, Gauteng .

Benefits

• Highly competitive salary and performance-based bonuses.
• Comprehensive medical aid, life insurance, and retirement benefits.
• Exceptional career advancement opportunities within a leading firm.
• Access to exclusive investment opportunities and resources.
• Professional development and continuous learning support.
• Prestigious office location in Sandton, Gauteng .