Wealth Manager

AlphaWealth is a leading independent wealth management firm providing investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts.

Established in , AlphaWealth manages global assets exceeding R15 billion and operates in major South African and international financial centers including Johannesburg, Cape Town, Durban, London, Geneva, and Mauritius.

The firm focuses on quality relationships with clients and industry regulators to deliver tailored solutions that simplify wealth preservation and growth.

Role Description

This is a full-time on-site Wealth Manager role located in Johannesburg.

The Wealth Manager will be responsible for financial planning, investment management, managing investments, finance, and insurance for high-net-worth clients.

Day-to-day tasks include developing and implementing wealth management strategies, analyzing investment opportunities, and ensuring financial goals are met.

Qualifications

1. Financial Planning and Investment Management skills
2. Experience in managing investments, finance, and insurance
3. Strong analytical and problem-solving skills
4. Excellent communication and interpersonal abilities
5. Certifications such as CFP, CFA, or similar are a plus
6. Bachelor's degree in Finance, Economics, Business, or related field

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales