Job Description
About the Role
We are seeking an experienced Wealth Manager to join our team in Johannesburg, with a focus on serving high-income clients in Port Elizabeth. The ideal candidate will have a strong background in investment or economics and relevant experience as a Wealth Manager.
Key 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 bank’s 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 bank’s 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
- Optimize usage and protection of business assets
Requirements
- Relevant Degree in Investment or Economics
- Completed Certified Financial Planner (if applicable)
- 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients
- FAIS experience
Qualifications
- Formal education/certifications mentioned in the original job description.
Salary & Benefits
- Salary details not specified in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
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.
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.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Create a professional email address for job hunting - avoid nicknames or casual addresses.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Cape Town: Senior Paid Media Executive (Social & Search) posted by Hire Resolve
A digital marketing agency and technology platform that specializes in optimizing paid search and social media campaigns for e-commerce brands…
View JobCape Town: Junior Sales Consultant posted by Hire Resolve
Role OverviewWe are seeking a driven Junior Sales Consultant to generate new business, manage client relationships, and sell IT products…
View JobCape Town: Junior to Mid-level Frontend Developer posted by Hire Resolve
We are looking for a Junior to Mid-level Frontend Developer to join a small, fast-moving team. You will be responsible…
View JobWestern Cape: Senior Accountant posted by Communicate Finance
Overseeing and processing complex accounting transactions across the organizationPreparing accurate balance sheet reconciliations and supporting the...
View JobMidrand: Transport Refrigeration Technician posted by Network Finance
Our client is a trusted leader in mobile refrigeration solutions, servicing commercial transport fleets nationwide. From installation to repair, they…
View JobJohannesburg: Full Stack Senior Developer posted by Hire Resolve
Role OverviewAn established technology-driven organization is seeking a Senior Full Stack Developer to design, build, and deploy scalable applications using...
View Job
Browse Employers
Job Alerts