Wealth Manager Johannesburg

Capital Assignments; Johannesburg; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Insurance and Wealth Creation Professionals t/a IWCP is a boutique wealth management firm serving affluent clients with strategic wealth planning, protection, and growth solutions. A Wealth Manager is sought to join the team and leverage a diverse risk and investments offering to deliver high‑quality advisory services.

The role emphasizes senior-level experience in Financial Planning/Wealth Management, with CFP qualification being advantageous and RE 5 recognized as a relevant credential.

Qualifications

• 7+ years Financial Planning/Wealth Management experience.
• CFP advantageous.
• RE 5

Responsibilities

• They are looking to bring in an experienced Wealth Manager & afford them the opportunity to succeed with their superior and diverse risk and investments offering.

Skills

Wealth Management

Financial Planning

Education

CFP advantageous

RE 5

Job description

Insurance and Wealth Creation Professionals t/a IWCP

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.

Duties & Responsibilities

They are looking to bring in an experienced Wealth Manager & afford them the opportunity to succeed with their superior and diverse risk and investments offering.

Desired Experience & Qualification

• 7+ years Financial Planning/Wealth Management experience
• CFP advantageous
• RE 5