Pretoria: WEALTH MANAGER

Our client with a national footprint within the financial sector seeks the duties of a highly skilled Senior Bookkeeper. Key Responsibilities Client Relationship Management Build, manage, and retain a portfolio of high‑value clients. Conduct in‑depth financial needs analyses and develop personalised long‑term financial plans. Provide ongoing advice on investment strategies, retirement planning, estate planning, and risk management. Maintain regular communication with clients to review performance, adjust strategies, and ensure alignment with evolving goals. Financial Planning & Advisory Prepare comprehensive financial plans incorporating long‑term savings, retirement products, investment vehicles, and risk‑cover solutions. Analyse client portfolios and recommend appropriate long‑term investment strategies. Ensure all advice is compliant with FAIS, FICA, TCF, and other relevant regulatory frameworks. Present complex financial concepts in a clear, client‑friendly manner. Investment & Portfolio Management Monitor market trends, economic indicators, and product developments within the long‑term insurance and investment industry. Construct and manage diversified portfolios aligned with clients risk profiles and time horizons. Collaborate with internal investment specialists to optimise portfolio performance. Prepare performance reports and conduct periodic portfolio reviews. Business Development Identify new business opportunities within existing and prospective client networks. Participate in marketing initiatives, client events, and referral programmes. Contribute to the growth of the wealth‑management division through proactive client acquisition and retention strategies. Compliance & Administration Maintain accurate and up‑to‑date client records, advice files, and compliance documentation. Ensure all transactions, recommendations, and disclosures meet regulatory and internal governance standards. Support audit processes and internal compliance reviews. Qualifications & Experience Bachelors degree in Finance, Investment Management, Economics, or related field. Certified Financial Planner (CFP®) designation or progress toward it is highly advantageous. Minimum 58 years experience in wealth management, financial planning, or long‑term insurance advisory. FAIS accreditation (RE5/RE1) and relevant product licences required. Strong understanding of long‑term investment products, retirement funds, annuities, and risk‑cover solutions. Proven track record of managing and growing a client portfolio. Key Competencies Strong analytical and financial‑modelling skills. Excellent communication and relationship‑building abilities. High ethical standards and commitment to client‑centric advice. Strategic thinking with a long‑term planning mindset. Ability to simplify complex financial concepts for clients. Strong business‑development and networking capabilities.