Job Description

Join a Leading Bank and Grow Your Career in Wealth Management!

• Are you a driven sales professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth? We are seeking an exceptional Wealth Manager/Investment Adviser to join our team in the Midlands/PMB/Howick region. This role is a unique opportunity to work with individuals who have at least R10 million to invest in a year, offering world-class financial products and services tailored to their needs

Duties and Responsibilities:

• Build and grow a portfolio of High-Net-Worth clients, developing long-term relationships and trust
• Identify investment opportunities and deliver bespoke financial solutions to increase wealth and reduce tax liability
• Provide expert advice on a range of financial products, including stocks, investment portfolios, and financial planning services
• Analyze and interpret complex financial statements and data to offer strategic guidance
• Proactively manage funds under your portfolio, consistently driving growth in assets under management
• Maintain an in-depth understanding of financial markets, trends, and regulatory change

Minimum Requirements:

• Education: A degree in Finance, Economics, Accounting, or a related field (postgraduate qualifications or certifications like CFA will be an advantage)
• Skills: Highly analytical with a strong ability to read and interpret financial data
• Experience: Proven track record in financial services, wealth management, or investment advisory
• Attributes: Self-motivated, results-driven, and adept at building relationships with HNWIs
• Sales Focus: A natural ability to close deals and grow a book of business in a competitive market