Overview
Wealth Manager Jobs in Cape Town, South Africa at ExecutivePlacements.com
Position: Wealth Manager |
Job Date postedLocationSalarySUMMARYPOSITION INFO
Are you a driven financial professional with a passion for improving the lives of high-income clients through expert, effective solutions? We are seeking a Wealth Manager to join our premier private wealth team in Cape Town.
Role Purpose
In this role, you will act as a full financial services advisor, providing specialized expertise in savings, investment, and estate planning. Your primary focus will be on delivering high-quality investment advice to help clients achieve their long-term financial goals.
Key Responsibilities
- Target Achievement:
Meet and exceed gross production and sales targets across approved investment and risk products. - Strategic Planning:
Analyze client financial information to develop comprehensive proposals in cash management, risk needs, investment planning, and estate planning. - Relationship Management:
Build and maintain strong internal and external networks to support business growth and ensure customer satisfaction. - Portfolio Oversight:
Monitor market trends and regularly review client plans to ensure they remain responsive to economic or life changes. - Compliance & Excellence:
Ensure all advice aligns with internal investment philosophies and remains compliant with statutory, legislative, and governance requirements.
Requirements
- Education:
A relevant Degree in Investment or Economics.
- Professional Certification:
Must be a Certified Financial Planner (CFP). - Experience:
3 to 5 years in a similar environment, including 1 to 2 years at a junior/entry-level management level.
- Financial Integrity:
Must not be an unrehabilitated insolvent; a credit record check is required per the National Credit Act (NCA). - FAIS
Qualifications:
Preference will be given to candidates with Category 1 and 2 licenses and experience in various subcategories, including:
- Long-Term Insurance (Subcategories B1, B2, B1-A, B2-A, and
C).
- Retail Pension Benefits and Collective Investment Schemes (CIS).
- Shares, Bonds, Money Market Instruments, and Forex Investments.
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Title: Wealth Manager
Company: ExecutivePlacements.com
Location: Cape Town, South Africa
Category: