Wealth Manager, Pretoria

Shou; Pretoria; Hybrid; ZAR 500,000 - 900,000; Full time

Job summary

A leading wealth management company in Pretoria is seeking experienced Wealth Managers and Financial Planning professionals. The role involves supporting high-net-worth clients with tailored financial advice and investment products while offering comprehensive training and mentorship for personal growth. Ideal candidates will have a strong commitment to ethical standards and a desire for professional development.

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.
• Holistic work experience in financial products like Endowments, Investments, Trusts.
• Strong ability to develop and manage relationships with clients.

Responsibilities

• Support HNW clients with offshore and onshore financial advice.
• Provide comprehensive training and mentorship tailored to individual needs.
• Play a key part in supporting clients through expertise and ethical standards.

Skills

Relationship Management

Holistic Financial Knowledge

Personal Development

Business Optimization

Education

Degree Educated

NQF 5 in Wealth Management

RE5 Qualification

Job description

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 Pretoria, 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.