Johannesburg: Wealth Investment Manager | Sandton

Key Responsibilities: Develop and manage a portfolio of ultra-high-net-worth clients (portfolios exceeding R1 billion). Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment, emphasizing service excellence within the HNW, UHNW, and Family Office segments. Conduct financial planning, risk analysis, and asset allocation strategies. Maintain strong client relationships and ensure compliance with financial regulations. Display strategic thought leadership, with a thorough grasp of current local and international market trends. Key Requirements: NQF 8 qualification Masters/Postgraduate degree in a related field (Investments, Finance, Law, Accounting/Tax, Economics, or Business Administration) Certified Financial Planner RE5 Representative Certificate Fit & Proper under the designated FAIS Sub-categories Deal Breakers: 5 years of Investment Management experience Relevant qualifications: Investment Postgrad, Certified Financial Planning Qualification, Honours Proven sales track record within UHNW client segments Ideally, candidates should not be under supervision for any FAIS subcategories