Wealth Manager, Cape Town

Independent Resourcing Consultancy Ltd; Cape Town; Hybrid; ZAR 30,000 - 70,000; Full time

Job summary

An established industry player in wealth management is seeking experienced Wealth Managers and Financial Planning professionals. This role offers a unique opportunity to work with high-net-worth clients, providing tailored advice and a wide range of international investment products. You will receive comprehensive training and mentorship to support your personal and professional growth. The company promotes a culture of integrity and continuous development, ensuring you have the resources to succeed. With options for remote work and international transfers, this position is perfect for committed individuals eager to advance their careers in a dynamic environment.

Benefits

Comprehensive product and services training

Paid industry development for professional qualifications

Para-planner and case manager support

Established lead generation support

Exit Strategy for long-term development

Remote working options

International transfer options

Qualifications

• 5+ years of experience in Wealth Management and Financial Planning.
• Holistic knowledge in Endowments, Investments, Trusts, and Pensions.

Responsibilities

• Support HNW clients with offshore and onshore financial advice.
• Provide comprehensive training and mentorship for personal growth.

Skills

Wealth Management

Financial Planning

Client Relationship Management

Estate Planning

Investment Knowledge

Education

RE5 Qualification

Degree in Wealth Management

NQF 5 in Wealth Management

Job description

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?

We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and advice delivered to the highest ethical standards in accordance with a rigid code of conduct. The role will consist of supporting HNW clients with offshore and onshore advice for a highly reputable wealth management company in Cape Town, providing a vast range of international investment products and onshore financial planning support.

You will receive comprehensive training and mentorship and industry development tailored to you as an individual where required to support with your personal growth to play a key part of the company and best support your clients.

Package includes but is not limited to:

• Comprehensive product and services training and mentorship.
• Paid industry development for professional qualifications.
• Para-planner and case manager business planning support.
• Established lead generation support.
• Exit Strategy for long term support and development.
• Both remote working and highly facilitated offices to work in.
• Inter-company transfer options to international locations.
• Affiliated with a vast range of product houses, asset and fund managers for offshore and onshore service lines. Offering a broad scope of opportunity: Offshore platforms, Trusts, Investments, Insurances and Annuities just to name a few.

Required:

• 5+ Years Industry Experience.
• Holistic work experience and knowledge: may consist of some of listed. Endowments, Investments, Trusts, Pensions, Wills, Estate Planning, Structure Products, Discretionary Fund Management, Life Cover and Long-Term Savings.
• RE5 Qualification.
• Strong ability to develop and manage relationships with clients and partners.
• Committed individual with a desire to succeed and progress professionally.
• Keen Interest in personal development and business optimization.
• Integral and honest individual.

Preferred:

• Degree Educated
• NQF 5 in Wealth Management