Senior Wealth and Investment Manager Competitive Remuneration Package plus Incentives

2 weeks ago


Sandton, South Africa Efficient Frontier Recruitment Full time
Introduction

A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills. This is more a "farmer" than a "hunter" role, as the focus is on managing the existing portfolio of clients and not on seeking new clients. The incumbent would also manage two junior team members.

Duties & Responsibilities

The successful incumbent will amongst others be responsible for:

  • Client Relationship Management
  • Collaboration with Tax Advisors, Fiduciary Specialists, and Other External Providers
  • Performance Reporting
  • Task Management for Onshore and Offshore Structuring
  • Market Research and Analysis
  • Digesting Market Research and Analysis
Desired Experience & Qualification
  • B.Com, BBusSci or related degree
  • CFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)
  • FAIS Compliant
  • Proven experience as a Wealth and Investment Manager with a focus on HNW clients
  • In-depth knowledge of financial markets, investment products, structuring and wealth management strategies
  • Strong analytical and quantitative skills
  • Excellent communication and interpersonal skills
  • Compliance-oriented mindset and adherence to regulatory guidelines
Package & Remuneration

Competitive remuneration package + Incentives

#J-18808-Ljbffr

  • Sandton, South Africa Efficient Frontier Recruitment Full time

    Job OverviewA leading wealth management firm seeks an experienced wealth and investment manager to oversee a sophisticated portfolio of high-net-worth clients.Duties & ResponsibilitiesClients Relationship Management: Develop and maintain strong relationships with existing clients to ensure their investment goals are met.Collaboration: Work closely with...

  • Wealth Manager

    4 weeks ago


    Sandton, South Africa Efficient Frontier Recruitment Full time

    A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...

  • Wealth Manager

    22 hours ago


    Sandton, South Africa Efficient Frontier Recruitment Full time

    A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...


  • Sandton, South Africa Efficient Frontier Recruitment Full time

    Efficient Frontier Recruitment is seeking an experienced wealth and investment professional to join their team at a prominent wealth management firm. This is a unique opportunity for a seasoned wealth manager to utilize their expertise in managing complex high-net-worth client relationships.Key Requirements:Relevant Qualifications: B.Com, BBusSci, or related...


  • Sandton, South Africa Efficient Frontier Recruitment Full time

    We are seeking an experienced Wealth and Investment Manager to join our team and cater to the needs of complex high-net-worth clients.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with existing clients to ensure their financial goals are metInvestment Strategy Optimization: Collaborate with external providers...


  • Sandton, South Africa Absa Group Full time

    In this dynamic role as a Private Wealth Banker at Absa Group, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional financial services. Your key responsibilities will include:New business origination through strategic relationship-building and sales initiatives.Client relationship...


  • Sandton, South Africa Source and Select Full time

    Introducing Benchmark Capital - Your Path to Success! Are you ready to embark on a journey of personal and professional growth? At Benchmark Capital, we believe in the power of diversity and the strength it brings to our team. We're not just looking for professionals; we're searching for individuals who dare to be themselves, who embrace uniqueness and...


  • Sandton, South Africa Dante Group Pty Ltd Full time

    Job RequirementsWe are looking for a highly skilled and experienced Trust Accountant to join our team. The ideal candidate will have a strong background in accounting, particularly in the financial services and wealth management industry.Key Skills and QualificationsBachelor of Commerce or Accounting qualificationMinimum 5 years of experience as an...


  • Sandton, South Africa Large Investment Holding Company Full time

    A seasoned investment professional with over 10 years relevant experience required primarily for post-investment portfolio management at leading global investment holding company.ResponsibilitiesParticipate in investment prospecting and portfolio review and update meetingsWill be deployed on special projects as needed.Review financial models to aid...


  • Sandton, South Africa Absa Group Full time

    Wealth Investment ManagerLocations: SandtonTime Type: Full timePosted on: Posted 17 Days AgoJob Requisition ID: R-15968116Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part...


  • Sandton, South Africa Nefcorp Full time

    About NefcorpNefcorp is a leading investment company in the finance industry. We are seeking an experienced Investment Associate to join our team and contribute to our success.Job DescriptionThe Investment Associate will be responsible for sourcing deals, managing the entire process from origination through to disbursement, and ensuring that the fund...


  • Sandton, South Africa Dante Group Pty Ltd Full time

    About the RoleWe are seeking a BCom or Accounting qualified professional with 5+ years of experience as an Accountant in the financial services or wealth management industry.The successful candidate will have extensive knowledge of investments and tax, as well as exposure to packages such as Forward ERP, Draftworx, or Caseware.


  • Sandton, South Africa Source and Select Full time

    **_ Our clients come from all walks of life and so do we! We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger._** **Why You?** **“Your best investment is yourself. There is nothing that compares to it.” - **_Warren Buffett._ Attention all Financial...


  • Sandton, South Africa Efficient Frontier Recruitment Full time

    A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to cater to the needs of an established portfolio of high-net-worth clients.Duties & ResponsibilitiesClient Relationship ManagementCollaboration with Tax Advisors, Fiduciary Specialists, and Other External ProvidersPerformance ReportingTask Management...


  • Sandton, South Africa Liberty Group Ltd Full time

    Package & RemunerationLiberty provides performance-based packages, incentives, bonuses, plus group benefits:Provident Fund.Medical Aid.Group Life Cover.Professional Indemnity.Income Protection.Dreaded Disease Cover.As a Liberty Financial Adviser, you will have access to a comprehensive package that includes performance-based incentives, bonuses, and group...


  • Sandton, South Africa Progressive IT Resourcing Full time

    Progressive IT Resourcing is a leading provider of financial services, and we are seeking a Sales and Wealth Development Manager to join our team. In this role, you will be responsible for developing and implementing strategic plans to grow our client base and increase revenue.You will have the opportunity to work with a wide range of financial products,...


  • Sandton, South Africa Kamo Placements Full time

    **JOB DESCRIPTION** - Capture salary input (overtime, loans, incentives, staff accounts, salary increases, promotions, leave forms) on system; - Reconcile salary package report and send to Rewards and Benefits Specialist for sign-off; - Coordinate the structural adjustment and promotions process; - Provide technical and advisory support to the business with...


  • Sandton, South Africa Source and Select Full time

    **_ Our clients come from all walks of life and so do we! We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger._** **Why You?** Welcome, you made it to the job description page! Let’s do this, you’ve earned your degree, now is the opportunity to do more with...


  • Sandton, South Africa Ubuntu Resource Management Johannesburg Full time

    Senior Events Manager/CoordinatorAn Event Management Company based in Bryanston is looking for a Senior Events Manager/Coordinator to join their busy and growing team of professionals.Duties & ResponsibilitiesImplementation and execution of a variety of events, product launches, conferences, functions, and incentives.Onsite event management from concept,...


  • Sandton, South Africa Alexforbes Full time

    About the OpportunityThis is an exciting opportunity to join our team as a Senior Business Strategist: Investments at Alexforbes.The successful candidate will play a key role in driving business growth, enhancing profitability, and delivering exceptional client value propositions.Key ResponsibilitiesDevelop and execute strategic plans to drive business...