Wealth Investment Manager | Gauteng

The Recruitment Council; Johannesburg; Sur place; ZAR 900 000 - 1 500 000; Plein temps

Résumé du poste

The Recruitment Council is representing a premier financial services firm in Johannesburg. We are seeking a Wealth Investment Manager (WIM) to drive growth, attract and retain AUM, and serve sophisticated private clients with strategic, global investment guidance.

You will act as a trusted advisor, delivering holistic advice backed by a deep understanding of local and international market trends, leveraging an open architecture platform to tailor solutions for HNW, UHNW, and Family Office

Qualifications

• Proven track record in gathering and managing Assets Under Management (AUM) for HNW/UHNW/Family Office clients.
• Ability to deliver holistic global investment advice across local and international markets.
• Strong relationship management skills and commitment to service excellence.

Responsabilités

• Drive AUM growth and retention across HNW/UHNW/Family Office segments.
• Provide holistic, end-to-end wealth management strategies via an open architecture platform.
• Build and maintain long-lasting client relationships with a focus on service excellence.
• Offer insights on macroeconomic trends, asset classes, and global investment opportunities.

Connaissances

AUM growth

Client relationship management

Open architecture platforms

Global market knowledge

Formation

Finance degree or CFA

Description du poste

About Our Client

We are currently recruiting on behalf of a premier financial services firm known for its commitment to service excellence and sophisticated global investment solutions . Operating within an open architecture environment, our client empowers high-net-worth (HNW), ultra-high-net-worth (UHNW), and Family Office clients with holistic, market-leading advice .

The Opportunity

We are seeking a high-caliber Wealth Investment Manager (WIM) to play a key role in driving growth, gathering, and retaining Assets Under Management (AUM) .

In this role, you will act as a trusted advisor to sophisticated private clients, offering strategic thought leadership backed by a deep understanding of both local and international market trends .

Key Responsibilities

• AUM Growth & Retention: Drive business growth by attracting and retaining AUM within the HNW, UHNW, and Family Office segments .
• Holistic Global Advice: Deliver tailored, end-to-end wealth management strategies leveraging a fully open architecture platform .
• Service Excellence: Build and maintain long-lasting, high-touch relationships anchored in exceptional client service .
• Strategic Thought Leadership: Provide insights on evolving macroeconomic trends, asset classes, and investment solutions across local and international markets .

Ideal Candidate Profile

• Proven track record in gathering and managing AUM within the HNW, UHNW, or Family Office space .
• Expertise in delivering holistic global investment advice and navigating open architecture platforms .
• Strong strategic acumen with a thorough grasp of current local and global market dynamics .
• Exceptional relationship management skills with a passion for service excellence .