Our client with a national footprint within the financial sector seeks the duties of a highly skilled Wealth Manager.

Key Responsibilities

Client Relationship Management

• Build, manage, and retain a portfolio of highvalue clients.
• Conduct indepth financial needs analyses and develop personalised longterm financial plans.
• Provide ongoing advice on investment strategies, retirement planning, estate planning, and risk management.
• Maintain regular communication with clients to review performance, adjust strategies, and ensure alignment with evolving goals.

Financial Planning & Advisory

• Prepare comprehensive financial plans incorporating longterm savings, retirement products, investment vehicles, and riskcover solutions.
• Analyse client portfolios and recommend appropriate longterm investment strategies.
• Ensure all advice is compliant with FAIS, FICA, TCF, and other relevant regulatory frameworks.
• Present complex financial concepts in a clear, clientfriendly manner.

Investment & Portfolio Management

• Monitor market trends, economic indicators, and product developments within the longterm insurance and investment industry.
• Construct and manage diversified portfolios aligned with clients' risk profiles and time horizons.
• Collaborate with internal investment specialists to optimise portfolio performance.
• Prepare performance reports and conduct periodic portfolio reviews.

Business Development

• Identify new business opportunities within existing and prospective client networks.
• Participate in marketing initiatives, client events, and referral programmes.
• Contribute to the growth of the wealthmanagement division through proactive client acquisition and retention strategies.

Compliance & Administration

• Maintain accurate and uptodate client records, advice files, and compliance documentation.
• Ensure all transactions, recommendations, and disclosures meet regulatory and internal governance standards.
• Support audit processes and internal compliance reviews.

Qualifications & Experience

• Bachelor's degree in Finance, Investment Management, Economics, or related field.
• Certified Financial Planner (CFP®) designation or progress toward it is highly advantageous.
• Minimum 5-8 years' experience in wealth management, financial planning, or longterm insurance advisory.
• FAIS accreditation (RE5/RE1) and relevant product licences required.
• Strong understanding of longterm investment products, retirement funds, annuities, and riskcover solutions.
• Proven track record of managing and growing a client portfolio.

Key Competencies

• Strong analytical and financialmodelling skills.
• Excellent communication and relationshipbuilding abilities.
• High ethical standards and commitment to clientcentric advice.
• Strategic thinking with a longterm planning mindset.
• Ability to simplify complex financial concepts for clients.
• Strong businessdevelopment and networking capabilities.