Wealth Manager

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 changes 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 Why join us: Work with a market leader in banking renowned for its innovative solutions Access to a portfolio of high-value clients and cutting-edge financial tools Competitive remuneration package with performance-based incentives A supportive and professional environment that fosters growth and success Ready to take the next step in your wealth management career? Apply today to become part of a team that values expertise, ambition, and the pursuit of excellence

Location: KwaZulu-Natal, ZA

Posted Date: 1/7/2025