Wealth Manager, Johannesburg

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

Job summary

An established industry player is seeking experienced Wealth Managers and Financial Planning professionals in Johannesburg. This role offers a unique opportunity to support high-net-worth clients with both offshore and onshore advice. You will receive comprehensive training and mentorship tailored to your individual needs, ensuring your personal and professional growth. The company promotes a culture of integrity and excellence, providing a vast range of international investment products and financial planning support. With options for remote work and inter-company transfers, this position is ideal for those looking to enhance their skills and career in a dynamic environment.

Benefits

Comprehensive training and mentorship

Paid industry development for qualifications

Flexible working options

Inter-company transfer opportunities

Support for personal growth

Qualifications

• 5+ years of industry experience in wealth management.
• Strong knowledge of investments, trusts, and estate planning.

Responsibilities

• Support HNW clients with offshore and onshore financial advice.
• Develop and manage relationships with clients and partners.

Skills

Client Relationship Management

Financial Planning

Investment Knowledge

Estate Planning

Trust Management

Education

Degree in Finance or Related Field

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.