Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in financial markets, deep client relationships, and a demonstrated track record in building and managing a successful book of clients. Responsibilities: Build and manage a book of clients by leveraging personal drive, market knowledge, leadership, and networking skills to deliver client-specific investment solutions Develop long-term client relationships based on trust, integrity, and out-of-the-ordinary service Provide local and global investment solutions tailored to each client’s goals Educate clients on available technology and platforms to help them monitor and manage their investments effectively Ensure compliance by conducting regular investment reviews and providing timely, transparent feedback Collaborate with a high-performing, inclusive team, contributing positively to team goals and fostering a culture of diversity and mutual success Experience, skill and capability: Relevant tertiary qualification such as BCom or related degree; postgraduate qualifications in Financial & Investment fields preferred Professional certifications advantageous: CFP, CFA, CA(SA) 5 to 6 years of relevant experience in financial services, preferably with direct client and investment exposure, especially financial markets Proven track record in client acquisition, cultivation, and maintaining strong client relationships Strong understanding of financial markets and the investment industry Demonstrated ability and commitment to providing objective, goal-based financial advice and planning Strong analytical skills and proficiency in MS Office, particularly PowerPoint and Excel Knowledge of Bloomberg and I-Net advantageous Proactive, self-starting approach with strong initiative

Key Responsibilities Acquire new clients and manage existing client portfolios. Deliver tailored investment solutions and ongoing portfolio management. Conduct annual reviews and maintain consistent client communication. Identify market opportunities and rebalance portfolios as needed. Requirements BCom in Finance, Investments, Economics, or related field. Professional designation preferred: CFP®, CFA, or CIMA . Wealth management experience, preferably at a leading bank or assurance company. RE5 and out of supervision. Must bring clients or existing portfolio. To apply, email your CV to: