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Investment Advisory Manager

2 weeks ago

Johannesburg, Gauteng, South Africa Warwick Wealth Full time
Investment Advisory Opportunity

Warwick is seeking an experienced investment advisory professional to join our team. As a Wealth Planner, you will be responsible for acquiring new high and ultra-high net wealth clients and managing existing relationships.

Your primary goal will be to increase Warwick's Assets Under Management (AUM) by signing clients to our suite of local and offshore investment products. You will also be responsible for offering and cross-selling our other complementary product offerings.

To succeed in this role, you will need to be a driven and motivated individual with excellent communication and interpersonal skills. You will be working closely with our IFAs and private clients to build strong relationships and identify new business opportunities.

We are looking for a professional with a relevant FSCA-recognized qualification and a proven track record of success in the financial services industry. If you are a results-driven individual with a passion for investment advisory, we encourage you to apply.

Remuneration includes a market-competitive basic salary and up to 80% of investment annuity based on deliverable achievement, as well as 50% of upfronts.

**Key Responsibilities:**
  • Aquire new high and ultra-high net wealth clients
  • Manage existing relationships
  • Increase AUM through investment product sales

**Requirements:** FSCA-recognized qualification and Fit and Proper requirements.