Wealth Manager

Job Location: Sandton, Gauteng, South Africa

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

Overview

The Wealth Manager will be responsible for acquiring, managing and growing high-net-worth client relationships through the provision of holistic wealth management solutions. The role requires a commercially driven professional who can identify client needs, provide strategic wealth advice and contribute to the growth of the Wealth Management business.

What will you do?

• Acquire, manage and grow relationships with high-net-worth private clients.
• Build and grow a profitable client book through new client acquisition.
• Provide holistic wealth management, investment and financial planning solutions.
• Conduct regular client reviews and provide strategic wealth advice.
• Identify opportunities to expand existing client relationships and grow revenue.
• Develop a deep understanding of client financial objectives and wealth planning needs.
• Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.
• Build and maintain relationships with professional intermediaries and referral partners.
• Monitor financial market developments and their impact on client portfolios.
• Ensure compliance with all relevant regulatory, governance and policy requirements.

What will make you successful in this role?

• Strong sales and business development track record.
• Proven ability to acquire new clients and grow revenue.
• Strong relationship-building and networking capability.
• Ability to identify client needs and provide appropriate wealth solutions.
• Strong understanding of financial planning, investment management and wealth management principles.
• Commercially astute with a client-centric approach.
• High levels of credibility and professionalism when engaging with affluent clients and professional advisers.

Qualification and experience

• CFP qualification would be advantageous.
• Higher Diploma in Tax would be advantageous.
• FAIS representative status and RE5, where applicable.
• Proven experience within private client wealth management, financial planning or investment management.
• Demonstrated success in acquiring and managing high-net-worth client relationships.
• Proven ability to develop and grow a profitable client book.
• Existing high-net-worth client network and/or transferable client book will be a distinct advantage.

Knowledge and skills

• Strong understanding of investments, wealth management and financial markets.
• Ability to assess client needs and provide holistic wealth management solutions.
• Excellent client relationship management capability.
• Strong business development and networking skills.
• Excellent communication, presentation and influencing skills.
• Sound commercial judgement and decision-making ability.
• Strong numerical and analytical orientation.
• Results-driven with a strong sense of ownership and accountability.
• Exceptional client focus and service orientation.
• Highly organised and detail-oriented.
• Strong interpersonal and communication skills.
• Resilient and able to perform effectively under pressure.Learning agility and intellectual curiosity.
• Professional confidence and maturity.

Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate