Senior Wealth Manager / Wealth Advisor

WatersEdge Solutions; Johannesburg; Sur place; ZAR 700 000 - 1 200 000; Plein temps

Avantages offerts par ce poste

Performance-based upside after revenue hurdle

High earning potential for strong performers

Direct access to leadership

Résumé du poste

WatersEdge Solutions is seeking a Senior Wealth Manager in Johannesburg. This permanent role focuses on developing personalized investment strategies and managing high-net-worth client portfolios. Ideal candidates should have proven experience in wealth management, relevant BCom degree, and strong client relationship skills. The position offers excellent earning potential in a high-performance environment with direct access to leadership and exposure to alternative investments.

Qualifications

• Proven experience in wealth management or investment advisory.
• Demonstrated ability to manage and grow client relationships.
• Strong evidence of revenue generation or book growth.
• FAIS compliance is required.

Responsabilités

• Acquire, manage, and grow HNW/UHNW client relationships.
• Develop personalised financial plans and investment strategies.
• Provide advice across retirement, estate, tax, and investment planning.
• Collaborate with internal specialists across tax, legal, and investment functions.

Connaissances

Wealth management experience

Client relationship management

Strong interpersonal skills

Knowledge of financial markets

Revenue generation

Formation

Relevant BCom degree

Outils

Bloomberg

Iress

Morningstar

Description du poste

Location: On-site – Johannesburg or Cape Town/Stellenbosch

Employment Type: Permanent

Industry: Wealth Management | Investments | Private Client Advisory

WatersEdge Solutions is partnering with a boutique investment and wealth management firm to recruit a commercially strong Senior Wealth Manager / Wealth Advisor. This role is suited to an experienced relationship-led advisor who can manage and grow high-net-worth and ultra-high-net-worth client relationships while contributing to long-term business growth.

About the Role

As Senior Wealth Manager, you will develop tailored investment strategies, manage client portfolios, and build trusted long-term advisory relationships. This is a high-ownership role in a lean, entrepreneurial environment where success depends on relationship depth, commercial ability, and comfort operating without heavy structure.

Key Responsibilities

• Acquire, manage, and grow HNW/UHNW client relationships
• Develop personalised financial plans and investment strategies
• Manage and rebalance diversified client portfolios
• Provide advice across retirement, estate, tax, and investment planning
• Conduct market research and identify investment opportunitiesDeliver regular portfolio performance updates to clients
• Collaborate with internal specialists across tax, legal, and investment functions
• Drive client growth through sourcing, networking, and relationship expansion

What You’ll Bring

• Proven experience in wealth management or investment advisory
• Demonstrated ability to manage and grow client relationshipsStrong evidence of revenue generation or book growth
• Relevant BCom degree
• FAIS compliance
• Strong knowledge of financial markets, investment products, asset allocation, and risk management
• Excellent interpersonal skills with a trust-led advisory style
• Ability to operate in a fast-paced, unstructured, high-performance environment

Nice to Have

• CFP, CFA, CAIA, CA(SA), or actively working toward a relevant designation
• Experience with HNW/UHNW clients
• Exposure to alternative investments such as hedge funds or private debt
• Proficiency with Bloomberg, Iress, or Morningstar

What’s On Offer

• Performance-based upside after revenue hurdle
• High earning potential for strong performers
• Exposure to alternative investments and sophisticated client portfolios
• Direct access to leadership in a founder-led, high-growth environment

Company Culture

This is a founder-led, high-performance environment with a flat, entrepreneurial structure. The team values initiative, accountability, humility, and strong relationship-building. It’s best suited to self-starters who are comfortable with ambiguity, take ownership without waiting for instruction, and are motivated by long-term upside rather than short-term structure.

Please note: If you have not been contacted within 10 working days, consider your application unsuccessful.