Wealth Manager

Ntice Sourcing Solutions; Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Join a leading investment bank in South Africa as a Wealth Manager, focusing on high net worth individuals. This role requires a degree in finance or a related field, strong analytical skills, and a track record in wealth management. With competitive compensation and performance incentives, the position is aimed at professionals eager to drive growth and deliver expert financial solutions.

Benefits

Competitive compensation package

Performance-based incentives

Qualifications

• Degree in Finance, Economics, or Accounting is required.
• Postgraduate qualifications like CFA are advantageous.
• Proven track record in financial services and wealth management.

Responsibilities

• Acquire new high-net-worth clients and onboard them.
• Analyze financial data to provide tailored investment strategies.
• Stay updated on market trends to deliver informed advice.

Skills

Analytical skills

Relationship building

Sales acumen

Education

Degree in Finance, Economics, or Accounting

Postgraduate qualifications or CFA

Job description

We invite you to become part of our team at one of the leading investment banks in South Africa, voted as one of the most sustainable investment banks globally, to grow your career in Wealth Management!

Are you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth? This opportunity offers an exceptional Wealth Manager / Investment Adviser role in the Midlands / PMB / Howick region, where we are looking to drive growth and expand our network. This role is a unique opportunity to work with individuals who have at least R10 million to invest annually, offering world-class financial products and services tailored to their needs.

Duties and Responsibilities :

• New Client Acquisition: Proactively identify prospects and onboard high-net-worth individuals (HNWIs).
• Evaluate Opportunities: Identify investment opportunities and deliver bespoke financial solutions to increase wealth and reduce tax liability.
• Provide Expert Advice: Offer advice on a range of financial products, including stocks, investment portfolios, and financial planning services.
• Analyze and Interpret Financial Data: Analyze complex financial statements to offer strategic guidance.
• Portfolio Management: Develop tailored investment strategies to optimize clients' portfolios and achieve their financial objectives.
• Market Expertise: Stay updated on market trends, economic developments, and regulatory changes to deliver informed advice.

Minimum Requirements :

• Education: Degree in Finance, Economics, Accounting, or related fields (postgraduate qualifications or certifications like CFA are advantageous).
• Sales Focus: Natural ability to close deals and grow a client book in a competitive market. We seek a strategic, results-driven professional eager to make an impact! Join our team to help us drive growth, forge meaningful partnerships, and expand our reach in the Midlands / PMB / Howick region.
• Skills: Highly analytical with strong ability to interpret financial data.
• Experience: Proven track record in financial services, wealth management, private banking, and investment advisory.
• Attributes: Self-motivated, results-driven, and skilled at building relationships with HNWIs.
• Additional: Leverage cutting-edge financial planning tools to streamline workflows, optimize portfolios, and enhance client experiences. Our client-centric approach ensures tailored solutions for each client, supported by a collaborative and inclusive culture that values diversity and innovation.
• Compensation: Competitive package including base salary and performance-based incentives.

Next Steps :

If you're ready to advance your career in wealth management, apply today to join a team that values expertise, ambition, and excellence.

Required Experience : Manager

Key Skills : [Specify key skills here]

Employment Type : Full-Time

Experience : [Specify years of experience]

Vacancy : 1

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Wealth Manager • Johannesburg, Gauteng, South Africa