Wealth Manager

Cape Town, Western Cape
Permanent
Full-time

2 months ago

Job SummaryOverview:Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in financial markets, deep client relationships, and a demonstrated track record in building and managing a successful book of clients.Responsibilities:

Build and manage a book of clients by leveraging personal drive, market knowledge, leadership, and networking skills to deliver client-specific investment solutions
Develop long-term client relationships based on trust, integrity, and out-of-the-ordinary service
Provide local and global investment solutions tailored to each client's goals
Educate clients on available technology and platforms to help them monitor and manage their investments effectively
Ensure compliance by conducting regular investment reviews and providing timely, transparent feedback
Collaborate with a high-performing, inclusive team, contributing positively to team goals and fostering a culture of diversity and mutual success

Experience, skill and capability:

Relevant tertiary qualification such as BCom or related degree; postgraduate qualifications in Financial & Investment fields preferred
Professional certifications advantageous: CFP, CFA, CA(SA)
5+ to 6+ years of relevant experience in financial services, preferably with direct client and investment exposure, especially financial markets
Proven track record in client acquisition, cultivation, and maintaining strong client relationships
Strong understanding of financial markets and the investment industry
Demonstrated ability and commitment to providing objective, goal-based financial advice and planning
Strong analytical skills and proficiency in MS Office, particularly PowerPoint and Excel
Knowledge of Bloomberg and I-Net advantageous
Proactive, self-starting approach with strong initiative

Rory Mackie & AssociatesRecruiter

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