Wealth Manager

Overview

• The Wealth Manager will be responsible for acquiring, managing and growing high-net-worth client relationships through the provision of holistic wealth management solutions. The role requires a commercially driven professional who can identify client needs, provide strategic wealth advice and contribute to the growth of the Wealth Management business.

What will you do?

• Acquire, manage and grow relationships with high-net-worth private clients.
• Build and grow a profitable client book through new client acquisition.
• Provide holistic wealth management, investment and financial planning solutions.
• Conduct regular client reviews and provide strategic wealth advice.
• Identify opportunities to expand existing client relationships and grow revenue.
• Develop a deep understanding of client financial objectives and wealth planning needs.
• Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.
• Build and maintain relationships with professional intermediaries and referral partners.
• Monitor financial market developments and their impact on client portfolios.
• Ensure compliance with all relevant regulatory, governance and policy requirements.

What will make you successful in this role?

• Strong sales and business development track record.
• Proven ability to acquire new clients and grow revenue.
• Strong relationship-building and networking capability.
• Ability to identify client needs and provide appropriate wealth solutions.
• Strong understanding of financial planning, investment management and wealth management principles.
• Commercially astute with a client-centric approach.
• High levels of credibility and professionalism when engaging with affluent clients and professional advisers.

Qualification and experience

• BCom / Honours / CASA / CFA / MBA / LLB.
• CFP qualification would be advantageous.
• Higher Diploma in Tax would be advantageous.
• FAIS representative status and RE5, where applicable.
• Proven experience within private client wealth management, financial planning or investment management.
• Demonstrated success in acquiring and managing high-net-worth client relationships.
• Proven ability to develop and grow a profitable client book.
• Existing high-net-worth client network and/or transferable client book will be a distinct advantage.

Knowledge and skills

• Strong understanding of investments, wealth management and financial markets.
• Ability to assess client needs and provide holistic wealth management solutions.
• Excellent client relationship management capability.
• Strong business development and networking skills.
• Excellent communication, presentation and influencing skills.
• Sound commercial judgement and decision-making ability.

Personal qualities

• Entrepreneurial mindset.
• Strong numerical and analytical orientation.
• Results-driven with a strong sense of ownership and accountability.
• Exceptional client focus and service orientation.
• Highly organised and detail-oriented.
• Strong interpersonal and communication skills.
• Resilient and able to perform effectively under pressure.
• Learning agility and intellectual curiosity.
• Professional confidence and maturity.