Wealth Manager (CFP)

The Talent Experts; Cape Town; Presencial; ZAR 900 000 - 1 200 000; Tempo integral

Resumo da oferta

The Talent Experts is seeking a Wealth Manager to join a leading Wealth Management team in Cape Town. The role focuses on providing holistic financial planning for ultra‑high-net-worth clients, delivering exceptional service, and driving business growth.

You will present tailored solutions, acquire new clients, and work toward increasing AUM while building strong client relationships and leveraging referrals. The position offers a dynamic, sales‑driven environment in a prestigious office setting.

Qualificações

• At least 5 years of experience giving advice and holistic financial planning to high-net-worth clients.
• CFP designation is essential.
• Strong sales capability, interpersonal skills and commitment to exceptional client service.

Responsabilidades

• Present ideal wealth solutions to clients and acquire new business.
• Increase assets under management (AUM) and hit targets.
• Network, grow an existing client base and solicit referrals.
• Conduct presentations to introduce services and opportunities to prospective clients.
• Drive cross-selling opportunities and contribute to business growth.
• Collaborate with the Wealth Management team to deliver superior service.

Conhecimentos

Sales

Interpersonal skills

Client service

Organizational ability

Attention to detail

Formação académica

CFP designation

Descrição da oferta de emprego

Wealth Manager Position

Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients?

Is this you?

You’re a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you’re committed to delivering exceptional service and driving business growth.

What you’ll be doing (and why you’ll enjoy it)

As a Wealth Manager, you will play a pivotal role in presenting ideal solutions to clients, acquiring new business, and increasing AUM as per targets. You will have the opportunity to network, grow a current client base, obtain referrals, and conduct presentations to introduce prospective clients to the services offered by the business. By providing comprehensive wealth management feedback and building meaningful relationships with clients, you will contribute to cross-selling opportunities and the overall growth of the business. You will enjoy the challenge of meeting and exceeding targets while delivering exceptional service to clients and working collaboratively with the Wealth Management team.

Where you’ll be doing it

You will be joining our client, who is a leading Wealth Management firm with a strong reputation for delivering personalized financial solutions to high-net-worth individuals and families. You’ll be office based in stunning corporate offices in Claremont.

What you’ll need

To excel in this role, you will have proven and relevant experience of at least 5 years in giving advice and holistic financial planning to high-net-worth clients. A CFP designation is essential, along with strong sales ability, interpersonal skills, and a commitment to delivering exceptional client service. You will possess excellent organizational ability, attention to detail, and the flexibility to adapt to changing business needs.

What you’ll get

In return for your hard work and dedication, you will receive a competitive salary, potential to earn uncapped commission, along with the opportunity to work with a team of industry experts and make a meaningful impact in the wealth management industry. Our client offers excellent career development opportunities and a supportive work environment where your contributions will be valued and recognized.