Menu Close

Cape Town City Centre: Wealth Manager

Advertisement



Job Description

Role: Wealth Manager (New Business) Category: Wealth Management Location : Claremont Salary: Market-related Are you a dynamic, results-driven professional with a talent for storytelling and business development? Our client is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be the face of the firm, sharing their unique story with ideal clients to drive sustainable growth in Assets Under Management (AUM) and expand their boutique Family Office reach. Key Responsibilities: Business Development: Identify and attract new “Ideal Families” by networking, obtaining referrals, and delivering compelling presentations and proposals . Client Acquisition: Manage the full sales cycle, from initial prospect meetings (“Telling the Story”) to evaluating closing ratios against strategic targets . Relationship Deepening: Proactively cross-sell the Groups full suite of services, aiming for clients to utilize three or more service offerings . Seminar Engagement: Manage invites for quarterly seminars and attend events to identify and follow up on new business leads . Holistic Advisory: Conduct regular client reviews, re-evaluate risk profiles, and provide comprehensive feedback on portfolio and financial needs . CRM Excellence: Utilize Xplan for task management, reporting, and maintaining meticulous client information . Compliance & Teamwork: Maintain 100% industry compliance in all file preparation and collaborate with Wealth Management Associates (WMAs) to ensure seamless administration . Requirements: Experience: 5 years of proven experience providing holistic financial planning and advice to HNW and UHNW clients . Education: An undergraduate degree in Commerce or Business Science with a Postgraduate Diploma in Financial Planning is required . Professional Registration: Must be a Registered CFP® with the FPI . Technical Skills: Proficiency in Xplan (or a similar CRM system) and the Microsoft Office suite . Core Competencies: High sales ability and tenacity, coupled with strong emotional intelligence, empathy, and professional presentation skills .

View Job  Cape Town: Engineering workshop Administrator posted by SA Metal

How to Apply

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

About Sales Jobs in Cape Town Region

Cape Town’s sales landscape is shaped by the city’s strong economy, diverse industry base, and growing demand for innovative solutions. Typically, sales professionals in this region can expect to find opportunities across various sectors, including technology, financial services, manufacturing, and e-commerce. Generally, these roles require a combination of interpersonal skills, business acumen, and technical knowledge to drive revenue growth and customer satisfaction.

In terms of compensation, salaries for sales positions in Cape Town vary widely depending on factors such as experience, company size, industry sector, and individual performance. Typically, common salary ranges for entry-level sales roles start around R200 000 – R400 000 per annum, with experienced professionals earning upwards of R600 000 – R1 million or more. However, it is essential to note that these figures are broad estimates and may not reflect actual salaries for specific job openings.

Common skills required for success in sales roles include strong communication and interpersonal skills, the ability to build rapport with customers and stakeholders, a solid understanding of industry trends and market dynamics, and proficiency in CRM software and sales tools. Often, sales professionals also benefit from technical knowledge in areas such as data analysis, marketing, or product development. In addition, many employers place a high value on sales candidates with strong business acumen, problem-solving skills, and the ability to work independently.

Sales roles can be found across various industries, including technology, financial services, manufacturing, and e-commerce. The financial services sector, for example, commonly employs sales professionals to build relationships with clients and promote financial products. Similarly, the technology industry often requires sales talent to drive revenue growth through product sales and partnerships. Manufacturing and e-commerce sectors also frequently rely on skilled sales professionals to expand their customer base and increase market share.

View Job  Cape Town: Chief Concierge posted by Bushwise

Career development opportunities are available in sales roles, with many employers investing in training and development programs to enhance employee skills and knowledge. Typically, successful sales professionals can expect to progress to leadership roles or transition into specialized areas such as account management, business development, or sales strategy. With experience and a strong track record of performance, sales talent can also pursue opportunities in related fields such as marketing, product management, or entrepreneurship.


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



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Cape Town City Centre, Cape Town Region


Job Seeker Tip

Send a thank-you email within 24 hours after your interview.

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.

View Job  Johannesburg: Regional Sales Representative - Clinical Diagnostic Point of Care, Gauteng

Latest Job Opportunities

Pretoria: Pretoria East: JUNIOR LEGAL COST CONSULTANT posted by Cora O’Neil Recruitment Agency

Jobs in Pretoria April 7, 2026
Cora O'Neil Recruitment Agency Gauteng Jobs in Pretoria Pretoria

Hazelwood, Pretoria East: JUNIOR LEGAL COST CONSULTANT Minimum Requirements: -Presentable and professional -LLB Degree completed and admitted as an Attorney…

View Job

Pretoria: Nieuw Muckleneuk, Pretoria: CONVEYANCING ATTORNEY posted by Cora O’Neil Recruitment Agency

Jobs in Pretoria April 7, 2026
Cora O'Neil Recruitment Agency Gauteng Jobs in Pretoria Pretoria

Nieuw Muckleneuk, Pretoria: CONVEYANCING ATTORNEY Minimum Requirements: -Presentable, proactive, well-organised and professional -Fully bilingual with good business English proficiency (verbal…

View Job

Gauteng: Shift Miller – Wheat posted by SKILLS CONNECTOR

Jobs in Gauteng April 7, 2026
Engineering Management SKILLS CONNECTOR

Duties and responsibilities: Operational Tasks Roller Mills:Ensure break releases on Wheat Mills are carried out on a weekly basis as…

View Job

Western Cape: Field Technician – Electrical posted by Fouche & Co Recruitment

Jobs in South Africa April 7, 2026
Engineering Management Fouche & Co Recruitment

Our client is at the forefront of industrial innovation and is dedicated to revolutionizing the landscape of battery solutions. As…

View Job

Durban: Production & After Sales Foreman (Electrical) posted by Fouche & Co Recruitment

Jobs in Durban April 7, 2026
Engineering Management Fouche & Co Recruitment

Our client provides electrical services and solutions within the industrial sector including electrical contracting and energy solutions.The ideal candidate...

View Job

Kwazulu-Natal: Senior Demand and Supply Planner posted by Mayfly Agri

Jobs in KwaZulu-Natal April 7, 2026
Logistics Sales Mayfly Agri

Minimum requirements for the role:Must have a Bachelor's Degree in Logistics, Supply Chain Management, Industrial Engineering, or a related fieldMinimum…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Cape Peninsula, Jobs in Cape Town City Centre, Jobs in Cape Town Region

More Jobs in Your Area