Wealth Manager, Johannesburg

Shou; Johannesburg; Hybrid; ZAR 600,000 - 900,000; Full time

Job summary

A leading company in wealth management is seeking experienced Wealth Managers in Johannesburg. The role involves providing tailored financial advice to high-net-worth clients while receiving comprehensive training and support for personal growth. Candidates should have a strong background in financial products and a commitment to ethical standards.

Benefits

Comprehensive product and services training

Paid industry development for professional qualifications

Inter-company transfer options to international locations

Qualifications

• 5+ years industry experience required.
• Strong ability to develop and manage client relationships.
• RE5 Qualification needed.

Responsibilities

• Support HNW clients with offshore and onshore advice.
• Provide a vast range of international investment products.
• Participate in comprehensive training and mentorship.

Skills

Relationship Management

Holistic Financial Knowledge

Personal Development

Education

Degree Educated

NQF 5 in Wealth Management

Job description

About the job Wealth Manager, Johannesburg

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?

We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and advice delivered to the highest ethical standards in accordance with a rigid code of conduct. The role will consist of supporting HNW clients with offshore and onshore advice for a highly reputable wealth management company in Johannesburg, providing a vast range of international investment products and onshore financial planning support.

You will receive comprehensive training and mentorship and industry development tailored to you as an individual where required to support with your personal growth to play a key part of the company and best support your clients.

Package includes but is not limited to:

• Comprehensive product and services training and mentorship.
• Paid industry development for professional qualifications.
• Para-planner and case manager business planning support.
• Exit Strategy for long term support and development.
• Both remote working and highly facilitated offices to work in.
• Inter-company transfer options to international locations.
• Affiliated with a vast range of product houses, asset and fund managers for offshore and onshore service lines. Offering a broad scope of opportunity: Offshore platforms, Trusts, Investments, Insurances and Annuities just to name a few.

Required:

• 5+ Years Industry Experience.
• Holistic work experience and knowledge: may consist of some of listed. Endowments, Investments, Trusts, Pensions, Wills, Estate Planning, Structure Products, Discretionary Fund Management, Life Cover and Long-Term Savings.
• RE5 Qualification.
• Strong ability to develop and manage relationships with clients and partners.
• Committed individual with a desire to succeed and progress professionally.
• Keen Interest in personal development and business optimization.
• Integral and honest individual.

Preferred:

• Degree Educated
• NQF 5 in Wealth Management
• Comprehensive product and services training and mentorship.
• Paid industry development for professional qualifications.
• Para-planner and case manager business planning support.
• Exit Strategy for long term support and development.
• Both remote working and highly facilitated offices to work in.
• Inter-company transfer options to international locations such as the UK or Mauritius
• Affiliated with a vast range of product houses, asset and fund managers for offshore and onshore service lines. Offering a broad scope of opportunity: Offshore platforms, Trusts, Investments, Insurances and Annuities just to name a few.