Wealth Manager
Wealth Manager
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1 Vacancy
Job Description
Job Description
We invite you to become part of our team at one of the leading investment banks in South Africa voted as one of the most sustainable investment banks globally to grow your career in Wealth Management!
Are you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth This opportunity offers an exceptional Wealth Manager/Investment Adviser the chance to join our team in the Midlands/PMB/Howick region where we are looking to drive growth and grow our network. This role is a unique opportunity to work with individuals who have at least R10 million to invest in a year offering worldclass financial products and services tailored to their needs
Duties and Responsibilities:
- New Client Acquisition: Proactively identify prospect and onboard highnetworth individuals (HNWIs)
- Evaluate opportunities: Identify investment opportunities and deliver bespoke financial solutions to increase wealth and reduce tax liability
- Provide expert advice: Give advice on a range of financial products including stocks investment portfolios and financial planning services
- Analyze and interpret complex financial statements: analyze and interpret data to offer strategic guidance
- Portfolio Management: Develop tailored investment strategies to optimize clients portfolios and achieve their financial objectives
- Market Expertise: Stay up to date on market trends economic developments and regulatory changes to deliver informed advice
Minimum Requirements:
- Education: A degree in Finance Economics Accounting or a related field (postgraduate qualifications or certifications like CFA will be an advantage)
- Sales Focus: A natural ability to close deals and grow a book of clients in a competitive market. We need a strategic thinker and a resultsdriven professional looking to make an impact! Were searching for dynamic Wealth Managers to join our team and help us drive growth forge meaningful partnerships and expand our reach in the Midlands/PMB/Howick region
- Skills: Highly analytical with a strong ability to read and interpret financial data
- Experience: Proven track record in financial services wealth management private banking & investment advisory
- Attributes: Selfmotivated resultsdriven and adept at building relationships with HNWIs
Why join us:
- Work with a market leader in investment banking renowned for its innovative solutions & sustainability
- Leverage cuttingedge financial planning tools and platforms that streamline your workflow optimize your portfolio management and enhance the client experience. Spend less time on administrative tasks and more time building meaningful relationships
- We empower our clients with worldclass financial solutions tailored to their unique goals. With a legacy of excellence and a commitment to innovation we deliver exceptional service to highnetworth individuals worldwide
- We support a collaborative and inclusive culture that values diversity and innovation
- Competitive compensation package including base salary and performancebased incentives
- We take a clientcentric approach helping you deliver the best results for your clients
Ready to take the next step in your wealth management career
Apply today to become part of a team that values expertise ambition and the pursuit of excellence
Required Experience:
Manager
Employment Type
Full-Time
