Senior Wealth Manager
1 week ago
Senior Wealth Manager
Johannesburg
Develop personalized financial plans and investment strategies for HNW clients.
Conduct in-depth financial analyses to assess clients' current and future needs.
Monitor and adjust portfolios based on market conditions and client objectives.
Stay updated on market trends, regulatory changes, and industry best practices.
Collaborate with internal teams to deliver holistic financial solutions.
Actively network to source and onboard new clients.
Develop and execute tailored investment strategies aligned with clients' goals and risk profiles.
Financial Planning Provide comprehensive financial planning, including retirement, estate, and tax strategies.
Portfolio Management Manage and rebalance diversified portfolios to optimize performance.
Market Research Stay informed on market trends, economic developments, and investment opportunities.
Risk Management Identify and mitigate risks in clients' portfolios.
Performance Reporting Deliver regular, insightful portfolio performance updates to clients.
Collaboration Work with internal specialists (tax, legal, etc.)
Client Growth Sourcing and prospecting potential new clients.
Relevant BCom degree.
CFP or CFA designation (preferred) or actively working towards it.
FAIS compliant.
Proven track record as a Wealth Manager, focusing on HNW clients.
In-depth knowledge of financial markets, investment products, and wealth management strategies.
Strong adherence to regulatory guidelines and compliance standards
Advanced knowledge of investment strategies, asset allocation, and risk management.
Proficiency in financial tools like Bloomberg, Iress, and Morningstar.
Package & Remuneration - Negotiable
Attention all Candidates: -
PLEASE DO NOT APPLY unless you have the specific qualifications and experience listed above - if you apply for job postings that you do not have the specific qualifications and experience in, you will unfortunately NOT be considered, nor communicated with.
Please forward a detailed and UPDATED CV in MS Word format (starting with current position) and a recent clear head & shoulders photo to: -
Recent contactable reference details must be provided, from last two – three direct superiors prior to current employer - this is an essential requirement - only candidates who received Favourable references will be considered.
Job Type: Full-time
Pay: R700 000,00 - R ,00 per year
Work Location: In person
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