Wealth Planner, Cape Town

Pro Talent · Cape Town, Western Cape

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Remuneration

Basic salary of R25,000 per month for the first 6 months, reducing to R20,000 per month thereafter.
A leading wealth and investment management firm is seeking an experienced Wealth Planner to grow and manage a portfolio of high-net-worth and ultra-high-net-worth clients. This role focuses on acquiring new investment business, building long-term client relationships, providing tailored wealth planning advice, and expanding funds under management. The successful candidate will combine strong investment knowledge with a consultative, sales-driven approach while maintaining the highest standards of compliance and client service.

Key Responsibilities

Source and acquire new private clients and investment assets.
Build and maintain a strong pipeline through professional networks, referrals, and direct business development.
Provide ongoing wealth planning and investment advisory services to existing clients.
Conduct client needs analyses and recommend suitable investment solutions.
Ensure all advice and documentation comply with regulatory requirements and Treating Customers Fairly TCF principles.
Grow and manage a profitable client portfolio.

Requirements

Relevant tertiary qualification in Finance, Commerce, Wealth Management, or a related field.
RE5 qualification and current registration as a Representative on an FSP licence.
Meets Fit and Proper requirements.
2 to 5 years' experience in wealth management, investment advisory, financial planning, or estate planning.
Experience working with high-net-worth clients.
Strong understanding of investment markets, financial instruments, and local and international investment products.
Excellent relationship-building, networking, sales, and communication skills.
Valid driver's licence.

Advantageous