Job Description
About the Role
Our client, a leading wealth management company, is seeking an experienced Wealth Manager to join their team in Pretoria. The successful candidate will be responsible for delivering exceptional client service, providing expert financial advice, and driving business growth.
Key Responsibilities
- Build, manage, and retain a portfolio of high-value clients
- Conduct in-depth financial needs analyses and develop personalised long-term financial plans
- Provide ongoing advice on investment strategies, retirement planning, estate planning, and risk management
- Maintain regular communication with clients to review performance, adjust strategies, and ensure alignment with evolving goals
- Prepare comprehensive financial plans incorporating long-term savings, retirement products, investment vehicles, and risk-cover solutions
- Analyse client portfolios and recommend appropriate long-term investment strategies
- Ensure all advice is compliant with FAIS, FICA, TCF, and other relevant regulatory frameworks
- Present complex financial concepts in a clear, client-friendly manner
- Monitor market trends, economic indicators, and product developments within the long-term insurance and investment industry
- Construct and manage diversified portfolios aligned with clients’ risk profiles and time horizons
- Collaborate with internal investment specialists to optimise portfolio performance
- Prepare performance reports and conduct periodic portfolio reviews
- Identify new business opportunities within existing and prospective client networks
- Participate in marketing initiatives, client events, and referral programmes
- Contribute to the growth of the wealth-management division through proactive client acquisition and retention strategies
Requirements
- Bachelor’s degree in Finance, Investment Management, Economics, or related field
- Certified Financial Planner (CFP®) designation or progress toward it is highly advantageous
- Minimum 58 years experience in wealth management, financial planning, or long-term insurance advisory
- FAIS accreditation (RE5/RE1) and relevant product licences required
Qualifications
- Formal education/certifications: Bachelor’s degree in Finance, Investment Management, Economics, or related field; Certified Financial Planner (CFP®) designation
Salary & Benefits
- Salary range: Not specified
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Tshwane
The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.
When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.
Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.
The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.
Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Network actively - many jobs are filled through referrals before being advertised.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Johannesburg: Used Vehicle Sales Executive – Bryanston
Duties include Sell the maximum number of used cars Achieve maximum first and second gross profits Ensure customer satisfaction in…
View JobJohannesburg: Office Administrator
Key Responsibilities: 1. Reporting Assist Key Account Managers (KAMs) and DBAs with monthly client presentations (PPTs) and Perigee report processing…
View JobJohannesburg: NOC Manager
The suitable candidates main responsibilities and duties include, but are not limited to, the following: Render a comprehensive pro-active security…
View JobJohannesburg: Automotive Parts Picker Packer, Gauteng, Strijdom Park
Duties include Pick customer orders accurately from warehouse locations using pick lists and scanning systems Pack items securely using appropriate...
View JobJohannesburg: New Vehicle Sales Executive – Strijdom Park
Duties include Sell the maximum number of new cars Achieve maximum first and second gross profits Ensure customer satisfaction in…
View JobPaarl: Receptionist / Marketing Coordinator – Paarl
Key Responsibilities Reception & Office Administration Manage calls, welcome visitors, and maintain a professional reception area General office...
View Job
Browse Employers
Job Alerts