Sandton: Senior Wealth Manager

We’re recruiting a Senior Wealth Manager to manage and grow a portfolio of High-Net-Worth clients in Sandton. This role is ideal for a seasoned wealth professional with strong investment, financial planning, and client relationship skills. Requirements Relevant BCom degree CFP or CFA designation (preferred) or actively working towards it FAIS compliant Proven track record managing High-Net-Worth (HNW) clients Strong knowledge of financial markets, investment products, and wealth strategies Advanced understanding of asset allocation, risk management, and portfolio construction Proficiency in investment platforms such as Bloomberg, Iress, and Morningstar Duties and Responsibilities Develop and implement personalized financial plans for HNW clients Design and manage tailored investment strategies aligned to client goals and risk profiles Conduct detailed financial analyses covering retirement, estate, and tax planning Monitor, rebalance, and optimize client portfolios based on market conditions Provide regular performance reporting and insights to clients Identify and mitigate investment and portfolio risks Stay informed on market trends, regulatory changes, and best practices Collaborate with internal specialists (tax, legal, and advisory teams) Actively source, prospect, and onboard new wealth management clients