Wealth Manager

Placements24; Sandton; Hybrid; ZAR 1,200,000 - 3,000,000; Full time

Benefits offered by this job

Performance bonuses

Executive benefits

Exclusive opportunities

Advanced wealth tech

Career growth

Job summary

Placements24 in Sandton, a leading financial institution, seeks a highly experienced Wealth Manager to deliver bespoke financial planning and investment management to high-net-worth individuals and families. You will develop and execute wealth strategies, manage portfolios, and nurture long-term client relationships.

This role offers a highly attractive base salary with performance bonuses, access to exclusive opportunities, and advanced wealth-management technology within a top-tier environment

Qualifications

• Bachelor's degree required; advanced designations preferred.
• 7+ years in wealth management, financial planning, or investment advisory.
• CFP/CFA designations are strongly preferred.
• Experience serving affluent clients in a demanding market like Sandton.

Responsibilities

• Develop and implement customized wealth management plans, including investment, retirement, and estate planning.
• Manage investment portfolios, monitor market trends, and execute trades in accordance with client objectives.
• Conduct in-depth financial analysis and provide strategic advice on asset allocation and risk management.
• Build and nurture strong, long-term relationships with high-net-worth clients.
• Ensure compliance with all regulatory requirements and industry best practices.
• Collaborate with specialists (e.g., tax advisors, attorneys) to provide holistic client solutions.

Skills

Client relationship management

Communication skills

Financial analysis

Wealth management strategies

Education

Bachelor's degree in Finance, Economics, or related field

CFP designation

CFA designation

Job description

About the Role

Our client is seeking a highly experienced and client-centric Wealth Manager to join their prestigious team in the financial hub of Sandton . This role is dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families within the sophisticated banking and finance sector. You will develop and execute personalized wealth strategies, manage investment portfolios, and foster long-term client relationships. This is an unparalleled opportunity to lead in delivering bespoke financial solutions and advance your career in a top-tier environment in Gauteng .

Key Responsibilities

• Develop and implement customized wealth management plans, including investment, retirement, and estate planning.
• Manage investment portfolios, monitor market trends, and execute trades in accordance with client objectives.
• Conduct in-depth financial analysis and provide strategic advice on asset allocation and risk management.
• Build and nurture strong, long-term relationships with high-net-worth clients.
• Ensure compliance with all regulatory requirements and industry best practices.
• Collaborate with specialists (e.g., tax advisors, attorneys) to provide holistic client solutions.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; advanced degrees or relevant professional designations (e.g., CFP, CFA) are strongly preferred.
• Minimum of 7 years of experience in wealth management, financial planning, or investment advisory.
• Proven track record of managing substantial client assets and achieving financial goals.
• In-depth knowledge of financial markets, investment products, and wealth management strategies.
• Exceptional interpersonal, communication, and client relationship management skills.
• Experience serving affluent clientele in a demanding market like Sandton .

Benefits

• Highly attractive base salary with significant performance-based bonuses and client acquisition incentives.
• Comprehensive executive health, wellness, and retirement benefits.
• Access to exclusive investment opportunities and research.
• Dedicated support staff and advanced wealth management technology.
• Exceptional career growth opportunities within a leading financial institution.
• Prestigious role in shaping financial futures in Sandton .