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Sandton: Senior Wealth Manager

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Job Description

About the Role

We are seeking an experienced Senior Wealth Manager to manage and grow a portfolio of High-Net-Worth clients in Sandton. The ideal candidate will possess strong investment, financial planning, and client relationship skills, with a proven track record in managing HNW clients.

Key Responsibilities

  • Develop and implement personalized financial plans for HNW clients
  • Design and manage tailored investment strategies aligned to client goals and risk profiles
  • Conduct detailed financial analyses covering retirement, estate, and tax planning
  • Monitor, rebalance, and optimize client portfolios based on market conditions
  • Provide regular performance reporting and insights to clients
  • Identify and mitigate investment and portfolio risks
  • Stay informed on market trends, regulatory changes, and best practices
  • Collaborate with internal specialists (tax, legal, and advisory teams)
  • Actively source, prospect, and onboard new wealth management clients

Requirements

Relevant BCom degree or CFP/CFA designation (preferred) or actively working towards it. FAIS compliant.

Qualifications

CFP or CFA designation (if applicable).

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in North Johannesburg

North Johannesburg is home to a thriving financial services sector, with many multinational companies having operations in the region. Typically, the accounting and finance industry in this area experiences steady demand for skilled professionals, driven by the growth of the economy and the need for organisations to maintain accurate financial records and make informed business decisions.

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When it comes to salaries, typically the range for accounting and finance positions in North Johannesburg is quite broad, with experience, company size, and industry sector all playing a significant role in determining actual salaries. Generally, junior positions in this field can expect salary ranges of around R400 000 to R600 000 per annum, while senior roles can command salaries upwards of R1 million. However, it’s essential to note that these are broad estimates, and actual salaries may vary significantly depending on individual circumstances.

Common skills required for accounting and finance positions in North Johannesburg include proficiency in financial software, such as SAP or Excel, as well as a solid understanding of financial principles and regulations. Typically, candidates with a degree in accounting or finance, as well as relevant work experience, are best positioned to secure these roles. Other key skills include attention to detail, analytical thinking, and effective communication.

The financial services sector is one of the most significant industries that commonly employs accountants and finance professionals in North Johannesburg. Other sectors that often require these skills include technology, manufacturing, and retail. Typically, organisations in these industries need accounting and finance staff to manage their financial transactions, prepare financial statements, and provide insights to inform business decisions.

For those interested in pursuing a career in accounting or finance, there are many opportunities for development and advancement. Typically, junior roles can provide valuable experience and training, which can be used as a springboard for more senior positions within the organisation. External training programs, such as certifications offered by the South African Institute of Chartered Accountants (SAICA), can also enhance career prospects. With dedication and hard work, it’s generally possible to progress to leadership roles or transition into related fields, such as business analysis or financial planning.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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