About the position
Wealth Manager Build long-term client relationships while shaping financial futures in a professional wealth environment. What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Menlyn, Pretoria
Market-related
Is this you?
You're detail-oriented, deadline-driven and confident in your communication style. You enjoy working closely with clients, value accuracy, and take pride in delivering a high standard of service. Building trusted relationships comes naturally to you, and you approach your work with professionalism and integrity.
You'll focus on servicing an established client base through regular portfolio reviews, income sustainability reporting and ongoing client engagement. The role involves maintaining strong client relationships, proposing tailored investment solutions, and ensuring all reviews and feedback are accurately captured on the CRM. You'll work with a broad range of investment products, manage administrative processes such as switches, withdrawals, transfers and fee renewals, and provide tax-related assistance. You'll also review client wills annually and collaborate with internal and external stakeholders to ensure a seamless client experience.
Our client is a well-established, boutique financial services firm operating in the wealth and investment space. Known for their personalised approach and strong governance, the business places a high value on long-term client relationships, technical excellence and professional growth. The culture is structured, client-centric and supportive, offering a stable environment for experienced professionals to thrive. You'll be fully office based in professional offices in Menlyn, Pretoria.
You'll hold a completed Bachelor's degree and you are actively working towards a Postgraduate Diploma in Financial Planning and CFP® designation, with RE5 completed. Strong knowledge of investment products, retirement planning, legislation and tax is essential, along with proven experience in client servicing within financial planning or wealth management. You need to be fluent in Afrikaans and have your own reliable transport.
A market-related salary (no chasing commission), exposure to a loyal client base, and the opportunity to work within a reputable and professional wealth environment that values quality and long-term relationships.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Wealth Management
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
