Wealth Manager, Johannesburg

Independent Resourcing Consultancy Ltd; Johannesburg; Hybrid; ZAR 600,000 - 900,000; Full time

Job summary

A leading wealth management firm in Johannesburg is seeking an experienced Wealth Manager to provide offshore and onshore advice to high-net-worth clients. The role includes comprehensive mentorship and a commitment to personal development. Ideal candidates will have over 5 years of industry experience, strong relationship management skills, and a passion for financial planning. Opportunities for inter-company transfers to international locations are available.

Benefits

Comprehensive training and mentorship

Paid industry development

Remote working options

Qualifications

• 5+ years of industry experience required.
• Holistic experience with investments, trusts, pensions, and estate planning.
• Strong ability to develop relationships with clients.

Responsibilities

• Support HNW clients with offshore and onshore advice.
• Provide a broad range of international investment products.
• Participate in training and mentorship for professional growth.

Skills

Relationship management

Financial planning

Investment knowledge

Trusts and estate planning

Education

RE5 Qualification

Degree Educated

NQF 5 in Wealth Management

Job description

About the job Wealth Manager, Johannesburg

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 Johannesburg, 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.
• 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
• Comprehensive product and services training and mentorship.
• Paid industry development for professional qualifications.
• Para-planner and case manager business planning 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 such as the UK or Mauritius
• 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.