Wealth Manager

Ntice Sourcing Solutions; Johannesburg; On-site; ZAR 50,000 - 120,000; Full time

Job summary

Join a leading investment bank in South Africa as a Wealth Manager, specializing in providing exceptional financial services to high-net-worth individuals. This role offers a unique opportunity to leverage your expertise in financial data interpretation and client acquisition to drive growth and expand the bank's network. With a focus on innovative solutions and sustainability, you'll develop bespoke financial strategies that meet clients' needs. Enjoy a competitive compensation package and a collaborative culture that values diversity and excellence in wealth management.

Benefits

Competitive Compensation Package

Performance-Based Incentives

Innovative Financial Planning Tools

Qualifications

• Degree in Finance or related field required; CFA is a plus.
• Proven track record in wealth management or investment advisory.

Responsibilities

• Identify and onboard high-net-worth individuals.
• Develop tailored investment strategies for clients.

Skills

Financial Data Interpretation

Client Acquisition

Investment Strategy Development

Sales Skills

Market Analysis

Education

Degree in Finance

Postgraduate Qualifications (CFA)

Tools

Financial Planning Tools

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, where you can join our team in the Midlands / PMB / Howick region. 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:

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

Minimum Requirements:

1. Education: A degree in Finance, Economics, Accounting, or a related field. Postgraduate qualifications or certifications like CFA are advantageous.
2. Sales Focus: Proven ability to close deals and grow a client book in a competitive market. We seek strategic, results-driven professionals who aim to make an impact.
3. Skills: Highly analytical with strong financial data interpretation skills.
4. Experience: Proven track record in financial services, wealth management, private banking, or investment advisory.
5. Attributes: Self-motivated, results-oriented, and skilled at building relationships with HNWIs.

Join a market leader in investment banking known for innovative solutions and sustainability. Leverage cutting-edge financial planning tools to streamline workflows, optimize portfolios, and enhance client relationships. We empower clients with world-class financial solutions tailored to their goals, fostering a collaborative and inclusive culture that values diversity and innovation. We offer a competitive compensation package, including base salary and performance-based incentives, and support a client-centric approach to deliver exceptional service.

Ready to advance your career in wealth management?

Apply today and become part of a team that values expertise, ambition, and the pursuit of excellence.

Required Experience: Manager

Key Skills:

Employment Type: Full-Time

Experience: [Specify years]

Vacancy: 1

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Manager • Johannesburg, Gauteng, South Africa