Senior Wealth Manager Sandton

Efficient Frontier Recruitment; Sandton; On-site; ZAR 1,200,000 - 2,400,000; Full time

Job summary

Wealth and Investment Manager position in a Sandton-based wealth management firm. The role focuses on managing an established portfolio of sophisticated high-net-worth clients with emphasis on client care rather than new business.

It requires expertise in investment strategies, offshore and local structuring, and comprehensive financial planning. You will lead two junior team members, collaborate with tax advisors and fiduciaries, and deliver performance reporting while ensuring regulatory

Qualifications

• Proven experience in wealth and investment management for high-net-worth clients.
• Strong understanding of financial markets, investment products, and structuring.
• Excellent communication and interpersonal skills.
• Compliance-oriented mindset with regulatory adherence.

Responsibilities

• Client Relationship Management across a sophisticated HNW book.
• Collaboration with Tax Advisors, Fiduciary Specialists and external providers.
• Performance Reporting and analytics for client portfolios.
• Task management for onshore and offshore structuring.
• Market Research and Analysis to inform strategy.
• Digesting Market Research and Analysis for client reviews.

Skills

Client relationship management

Market research

Analytical skills

Communication

Regulatory compliance

Education

B.Com / BBusSci or related degree

CFA Charter holder (preferred) / CFP

FAIS Compliant

Job description

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