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Private Client Wealth Manager — Elite UHNW Advisory
Job summary
A leading recruitment firm in Cape Town is seeking an experienced Private Client Wealth Manager. The role requires exceptional client relationship skills, financial market knowledge, and a strong background in investment advisory for high-net-worth clients. Candidates must possess an FSCA qualification and have 2-5 years of relevant experience. This position offers opportunities to drive client success and achieve targets while ensuring compliance with regulations.
Qualifications
- 2-5 years of experience as a Private Client Wealth or Relationship Manager.
- Proven experience in high and ultra-high net wealth investment advisory.
- Strong understanding of financial markets and instruments.
Responsibilities
- Provide exceptional service to existing private clients.
- Conduct in-depth client reviews and make recommendations.
- Manage and track all leads to ensure timely contact.
Skills
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.