Wealth Manager, Pretoria

Independent Resourcing Consultancy Ltd; Pretoria; Hybrid; ZAR 40,000 - 80,000; Full time

Job summary

An established industry player is seeking experienced Wealth Managers and Financial Planning professionals in Pretoria. This role offers the opportunity to support high-net-worth clients with tailored offshore and onshore advice, backed by comprehensive training and mentorship. You will have access to a wide range of international investment products and the chance to develop your skills in a supportive environment. With options for remote work and international transfers, this position is perfect for committed individuals eager to grow in the wealth management sector. If you're passionate about helping clients achieve their financial goals, this opportunity is for you.

Benefits

Comprehensive training and mentorship

Paid industry development for qualifications

Lead generation support

Exit strategy for long-term development

Remote working options

International transfer opportunities

Qualifications

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

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

Investment Knowledge

Estate Planning

Education

Degree in Finance or Related Field

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 Pretoria, 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