Job Description

• We invite you to become part of our team at one of the leading investment banks in South Africa voted as one of the most sustainable investment banks globally to grow your career in Wealth Management!
• Are you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth? This opportunity offers an exceptional Wealth Manager/Investment Adviser the chance to join our team in the Midlands/PMB/Howick region where we are looking to drive growth and grow our network. 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:

• New Client Acquisition: Proactively identify, prospect, and onboard high-net-worth individuals (HNWIs) 
• Evaluate opportunities: Identify investment opportunities and deliver bespoke financial solutions to increase wealth and reduce tax liability
• Provide expert advice: Give advice on a range of financial products, including stocks, investment portfolios, and financial planning services
• Analyze and interpret complex financial statements:analyze and interpret data to offer strategic guidance
• Portfolio Management: Develop tailored investment strategies to optimize clients’ portfolios and achieve their financial objectives
• Market Expertise: Stay up to date on market trends, economic developments, and regulatory changes to deliver informed advice

Minimum Requirements:

• Education: A degree in Finance, Economics, Accounting, or a related field (postgraduate qualifications or certifications like CFA will be an advantage)
• Sales Focus: A natural ability to close deals and grow a book of clients in a competitive market. We need a strategic thinker, and a results-driven professional looking to make an impact! We’re searching for dynamic Wealth Managers to join our team and help us drive growth, forge meaningful partnerships, and expand our reach in the Midlands/PMB/Howick region
• Skills: Highly analytical with a strong ability to read and interpret financial data
• Experience: Proven track record in financial services, wealth management, private banking & investment advisory
• Attributes: Self-motivated, results-driven, and adept at building relationships with HNWIs