Wealth Manager

Sanlam; Sandton; On-site; ZAR 1,000,000 - 1,400,000; Full time

Job summary

Sanlam Private Wealth is seeking a Wealth Manager to acquire, manage and grow high-net-worth client relationships. The role focuses on delivering holistic wealth management, investment and financial planning solutions and expanding a profitable client book.

You will work with portfolio managers and specialists to tailor strategies, review client objectives, and build strong collaborations with intermediaries while ensuring regulatory compliance.

Qualifications

• BCom / Honours / CA(SA) / CFA / MBA / LLB required or equivalent.
• CFP qualification would be advantageous.
• Higher Diploma in Tax would be advantageous.
• FAIS representative status and RE5, where applicable.
• Proven experience within private client wealth management, financial planning or investment management.
• Proven ability to develop and grow a profitable client book.

Responsibilities

• Acquire, manage and grow relationships with high-net-worth private clients.
• Build and grow a profitable client book through new client acquisition.
• Provide holistic wealth management, investment and financial planning solutions.
• Conduct regular client reviews and provide strategic wealth advice.
• Identify opportunities to expand existing client relationships and grow revenue.
• Develop a deep understanding of client financial objectives and wealth planning needs.
• Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.
• Build and maintain relationships with professional intermediaries and referral partners.
• Monitor financial market developments and their impact on client portfolios.
• Ensure compliance with all relevant regulatory, governance and policy requirements.

Skills

Investments

Wealth management

Client relationships

Business development

Communication skills

Analytical ability

Education

BCom / Honours / CA(SA) / CFA / MBA / LLB

CFP qualification advantageous

Higher Diploma in Tax advantageous

FAIS representative status & RE5

Job description

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

Overview

The Wealth Manager will be responsible for acquiring, managing and growing high-net-worth client relationships through the provision of holistic wealth management solutions. The role requires a commercially driven professional who can identify client needs, provide strategic wealth advice and contribute to the growth of the Wealth Management business.

What will you do?

• Acquire, manage and grow relationships with high-net-worth private clients.
• Build and grow a profitable client book through new client acquisition.
• Provide holistic wealth management, investment and financial planning solutions.
• Conduct regular client reviews and provide strategic wealth advice.
• Identify opportunities to expand existing client relationships and grow revenue.
• Develop a deep understanding of client financial objectives and wealth planning needs.
• Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.
• Build and maintain relationships with professional intermediaries and referral partners.
• Monitor financial market developments and their impact on client portfolios.
• Ensure compliance with all relevant regulatory, governance and policy requirements.

What will make you successful in this role?

• Strong sales and business development track record.
• Proven ability to acquire new clients and grow revenue.
• Strong relationship-building and networking capability.
• Ability to identify client needs and provide appropriate wealth solutions.
• Strong understanding of financial planning, investment management and wealth management principles.
• Commercially astute with a client-centric approach.
• High levels of credibility and professionalism when engaging with affluent clients and professional advisers.

Qualification And Experience

• BCom / Honours / CA(SA) / CFA / MBA / LLB.
• CFP qualification would be advantageous.
• Higher Diploma in Tax would be advantageous.
• FAIS representative status and RE5, where applicable.
• Proven experience within private client wealth management, financial planning or investment management.
• Demonstrated success in acquiring and managing high-net-worth client relationships.
• Proven ability to develop and grow a profitable client book.
• Existing high-net-worth client network and/or transferable client book will be a distinct advantage.

Knowledge And Skills

• Strong understanding of investments, wealth management and financial markets.
• Ability to assess client needs and provide holistic wealth management solutions.
• Excellent client relationship management capability.
• Strong business development and networking skills.
• Excellent communication, presentation and influencing skills.
• Sound commercial judgement and decision-making ability.

Personal qualities

• Entrepreneurial mindset.
• Strong numerical and analytical orientation.
• Results-driven with a strong sense of ownership and accountability.
• Exceptional client focus and service orientation.
• Highly organised and detail-oriented.
• Strong interpersonal and communication skills.
• Resilient and able to perform effectively under pressure.
• Learning agility and intellectual curiosity.
• Professional confidence and maturity.

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office – the Sanlam Group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.