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Johannesburg: Wealth Manager

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Job Description

Role: Wealth Manager (Advisory) Category: Investment Management Location: Western Cape Salary: Market-related Are you a passionate, client-centric financial professional looking to join a boutique, holistic Family Office? Our client is seeking a dedicated Wealth Manager to join their Client Relationship Management team. In this role, you will manage and develop an existing advisory client book, ensuring the delivery of high-quality financial advice and an exceptional client experience. Key Responsibilities: Client Servicing: Conduct regular client visits to provide wealth management feedback and re-evaluate risk profiles and financial needs . Strategic Planning: Ensure detailed Financial Needs Analyses (FNAs) are completed and reviewed annually for all clients . Relationship Management: Proactively manage an existing book while identifying cross-selling opportunities to increase Assets Under Management (AUM) . New Business Development: Network to obtain referrals, conduct presentations, and attend seminars to identify business opportunities . CRM & Technology: Maintain accurate client information in Xplan, using the system for tasks, threads, and reporting . Collaboration: Work closely with Wealth Management Assistants (WMAs) and specialists across the Group to ensure seamless administration and holistic service . Compliance: Ensure 100% industry compliance in file preparation and stay updated on regulatory developments . Requirements: Education: An undergraduate degree in Commerce or Business Science with a Postgraduate Diploma in Financial Planning is required. Professional Certification: Must be a Registered CFP® with the FPI (non-negotiable). Experience: 13 years of proven experience providing holistic financial planning and advice to HNW and UHNW clients. Technical Skills: Proficiency in Xplan (or a similar CRM system) and the Microsoft Office suite. Competencies: Strong planning and presentation skills, commercial drive, integrity, and a results-oriented mindset.

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About Accounting / Finance Jobs in Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

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For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.


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



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