High Net Worth Portfolio Manager

13 hours ago


Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full time

Job Summary:

We are seeking a highly skilled High Net Worth Portfolio Manager to join our team at The Recruitment Council. This is an excellent opportunity to advance your career in financial services, working with high-net-worth clients and delivering tailored advice to help them achieve their financial goals.

About the Role:

The successful candidate will be responsible for providing expert advice on investment and risk solutions to high-net-worth individuals, ensuring that they receive bespoke guidance to meet their financial needs. Key responsibilities will include analysing financial information, developing financial plans, and formulating proposals to help clients achieve their goals.

Key Requirements:

  • A Certified Financial Planner (CFP) qualification with a graduate degree in Finance, Investment, or Economics
  • Significant experience in providing custom-built solutions to high-net-worth clients at a managerial level
  • CAT 1 licenses, signed off for supervision; CAT 2 licenses would be an advantage

What We Offer:

  • An attractive employee value proposition and reward model
  • Opportunities to network and collaborate with stakeholders across the company
  • Flexible working environment
  • Deep focus on health and wellbeing
  • Coaches and mentors to support professional development

Estimated Salary: £60,000 - £80,000 per annum, depending on experience.



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