Cape Town City Centre: Wealth Specialist

Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm. This role is centered on providing high-level investment support and implementing wealth management value propositions across a professional distribution channel . The successful candidate will align advisory practices with internal house-views while enhancing the financial wellness and client-centric philosophy of the organization . Key Responsibilities Value Proposition Implementation: Roll out wealth management strategies across various investment adviser segments . Investment Philosophy: Drive adoption of the internal investment philosophy and house-view fund lists to empower advisers . Advisory Support: Facilitate the investment advice process, offering guidance on retirement planning, estate planning, and tax optimization . Strategic Growth: Manage partnerships to support the full wealth offering and increase assets under management . Marketing & Education: Support marketing strategies and educate financial advisers on market trends and investment concepts . Experience & Qualifications Education: A Degree in Investments or a relevant Financial Planning qualification (min 120 credits NQF6) is essential . Certifications: RE1 and RE5 are mandatory . A Certified Financial Planner (CFP) designation is highly preferred . Proven Track Record: 5-8 years of experience in financial services, specifically within asset/wealth management and investment marketing . Technical Expertise Deep knowledge of South African and international investment markets . Legal proficiency in FAIS, exchange control, financial instruments, and product wrappers . Strong competency in delivering results, networking, and entrepreneurial thinking . Core Competencies Exceptional communication and presentation skills . Ability to persuade, influence, and build lasting professional relationships . Resilience in coping with pressure and setbacks . WealthManagement InvestmentJobs FinancialPlanning WealthSpecialist AssetManagement FinanceCareers Hiring