Johannesburg: Wealth Manager (George) posted by Be Different Recruitment

March 28, 2026 Jobs in Central Johannesburg

Be Different Recruitment

Gauteng

Banking

Job Description

In order to be considered the following is required:

Relevant Degree in Investment or Economics
Completed Certified Financial Planner preferred
Have 3 to 5 years experience as a Wealth Manager with sales and advisory experience with high income clients
FAIS experience

Responsibilities:

Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals
Achieve previously determined sales targets across the business by identifying opportunities to advise on the bank approved investment and risk products
Investigate available investment opportunities to determine compatibility with client financial plans
Review clients’ financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
Ensure that the quality of advice remains high and consistent and in line with the banks investment philosophy and product approved matrix
Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums
Achieve gross production target as indicated in scorecard
Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation’s customer base
Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention
Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools
Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
Maintain expert knowledge on relevant legislative amendments, industry best practices and the banks internal compliance procedures and requirements
Ensure compliance is adopted in terms of systems and procedures as laid out by the bank
Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks
Ensure optimal usage and protection of business assets
Maintain expert knowledge on all bank approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets
Engage in cross-functional activities
Collaborate across boundaries and finds common ground with a widening range of stakeholders
Maintain and build relationships for purposes of expectation management, knowledge sharing and integration

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About Banking Jobs in Gauteng

The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.

When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.

Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.

The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.

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Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.

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

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