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Pretoria: WEALTH MANAGER

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Job Description

Our client with a national footprint within the financial sector seeks the duties of a highly skilled Wealth Manager. 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.

View Job  Pretoria: Business Development Manager (Defense) posted by AtripleA recruitment & temps

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

View Job  Pretoria: Personal Assistant

Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.


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



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View Job  Centurion: Senior Business Development Support Administrator
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Pretoria: WEALTH MANAGER

Advertisement



Job Description

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.

View Job  Pretoria: Personal Assistant

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

View Job  Centurion: Admin & Bookkeeper - Centurion

Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.


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



GO APPLY NOW

Safe & secure application process

Advertisement


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Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Pretoria, Tshwane


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Check your social media privacy settings and ensure public content is professional.

View Job  Johannesburg: Financial Manager
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.

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Share this to someone who needs a job:
Posted in Jobs in Northern Suburbs, Jobs in Pretoria, Jobs in Tshwane

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