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Port Elizabeth: Wealth Manager | Port Elizabeth (PE) | Eastern Cape

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Job Description

Wealth Manager Are you a driven financial professional with a passion for improving the lives of high-income clients through expert, effective solutions? We are seeking a Wealth Manager to join our premier private wealth team in Cape Town. Role Purpose In this role, you will act as a full financial services advisor, providing specialized expertise in savings, investment, and estate planning. Your primary focus will be on delivering high-quality investment advice to help clients achieve their long-term financial goals. Key Responsibilities Target Achievement: Meet and exceed gross production and sales targets across approved investment and risk products. Strategic Planning: Analyze client financial information to develop comprehensive proposals in cash management, risk needs, investment planning, and estate planning. Relationship Management: Build and maintain strong internal and external networks to support business growth and ensure customer satisfaction. Portfolio Oversight: Monitor market trends and regularly review client plans to ensure they remain responsive to economic or life changes. Compliance & Excellence: Ensure all advice aligns with internal investment philosophies and remains compliant with statutory, legislative, and governance requirements. Requirements Education: A relevant Degree in Investment or Economics. Professional Certification: Must be a Certified Financial Planner (CFP). Experience: 3 to 5 years in a similar environment, including 1 to 2 years at a junior/entry-level management level. Financial Integrity: Must not be an unrehabilitated insolvent; a credit record check is required per the National Credit Act (NCA). FAIS Qualifications: Preference will be given to candidates with Category 1 and 2 licenses and experience in various subcategories, including: Long-Term Insurance (Subcategories B1, B2, B1-A, B2-A, and C). Retail Pension Benefits and Collective Investment Schemes (CIS). Shares, Bonds, Money Market Instruments, and Forex Investments. Structured Deposits and Hedge Funds.

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How to Apply

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About Accounting / Finance Jobs in Nelson Mandela Bay

In the Nelson Mandela Bay region, the accounting and finance industry is a significant contributor to the local economy, with various sectors requiring skilled professionals to manage their financial operations. Generally, this field is in demand, particularly among companies operating in the technology, manufacturing, and services sectors. As a result, job seekers can expect to find opportunities for career growth and development.

Typically, salaries for accounting and finance positions in Nelson Mandela Bay fall within broad ranges. For example, entry-level roles may see salaries ranging from R300 000 to R500 000 per annum, depending on the company size and industry sector. More senior positions can command higher salaries, often between R800 000 and R1.5 million per annum. However, it is essential to note that these figures are general estimates and may vary significantly based on factors such as experience, qualifications, and specific job requirements.

Common skills for accounting and finance roles in Nelson Mandela Bay include proficiency in financial software, analytical skills, attention to detail, communication skills, business acumen, and knowledge of tax laws and regulations. Generally, a strong understanding of financial reporting, budgeting, and forecasting is also highly valued. Many employers require candidates to hold relevant qualifications, such as a Bachelor’s degree in Accounting or Finance.

The accounting and finance industry is prevalent across various sectors in Nelson Mandela Bay, including the technology industry, manufacturing sector, and services sector. Financial professionals can find opportunities with companies that operate in these areas, often working on financial planning, budgeting, and forecasting. Other common industries include logistics, healthcare, and tourism.

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For those interested in pursuing a career in accounting and finance, there are various development opportunities available. Many employers invest in professional development programs, which provide training and certification opportunities. Typically, career progression paths involve moving from entry-level roles to senior positions, with potential for advancement to leadership roles or specialized areas such as financial planning or risk management.


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



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