Job Description
About the Role
Omega HR Solutions is seeking a seasoned wealth professional to manage and grow a portfolio of High-Net-Worth clients in Sandton. We are looking for an individual with strong investment, financial planning, and client relationship skills to join our team as a Senior Wealth Manager.
Key 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
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
Qualifications
No qualifications mentioned.
Salary & Benefits
Salary information not provided.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Gauteng
The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.
Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:
R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers
Key skills required for success in the finance and accounting sector in Gauteng include:
Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking
Major employers in the finance and accounting sector in Gauteng include:
Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.
Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.
Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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