Job Description
Our client with a national footprint within the financial sector seeks the duties of a highly skilled Wealth Manager.
Key Responsibilities
Client Relationship Management
- Build, manage, and retain a portfolio of highvalue clients.
- Conduct indepth financial needs analyses and develop personalised longterm 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.
Financial Planning & Advisory
- Prepare comprehensive financial plans incorporating longterm savings, retirement products, investment vehicles, and riskcover solutions.
- Analyse client portfolios and recommend appropriate longterm investment strategies.
- Ensure all advice is compliant with FAIS, FICA, TCF, and other relevant regulatory frameworks.
- Present complex financial concepts in a clear, clientfriendly manner.
Investment & Portfolio Management
- Monitor market trends, economic indicators, and product developments within the longterm 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.
Business Development
- 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 wealthmanagement division through proactive client acquisition and retention strategies.
Compliance & Administration
- Maintain accurate and uptodate client records, advice files, and compliance documentation.
- Ensure all transactions, recommendations, and disclosures meet regulatory and internal governance standards.
- Support audit processes and internal compliance reviews.
Qualifications & Experience
- Bachelor’s degree in Finance, Investment Management, Economics, or related field.
- Certified Financial Planner (CFP®) designation or progress toward it is highly advantageous.
- Minimum 5–8 years’ experience in wealth management, financial planning, or longterm insurance advisory.
- FAIS accreditation (RE5/RE1) and relevant product licences required.
- Strong understanding of longterm investment products, retirement funds, annuities, and riskcover solutions.
- Proven track record of managing and growing a client portfolio.
Key Competencies
- Strong analytical and financialmodelling skills.
- Excellent communication and relationshipbuilding abilities.
- High ethical standards and commitment to clientcentric advice.
- Strategic thinking with a longterm planning mindset.
- Ability to simplify complex financial concepts for clients.
- Strong businessdevelopment and networking capabilities.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Banking Jobs in Gauteng
The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.
When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.
Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.
The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.
Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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