Wealth Manager

Written By Trish Lee
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Role
Wealth Manager

Location
Cape Town, Cape Winelands, Johannesburg

Industry
Financial Services

Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs by offering a comprehensive range of services and expertise to manage and grow their wealth

The Wealth Manager’s role focuses on growing the business by attracting new clients, deepening existing relationships, and cross-selling integrated wealth, fiduciary, and investment services. The role delivers a high-quality, client-centric experience while working closely with internal teams to manage client portfolios seamlessly.

Key Responsibilities

  • Conduct presentations and proposals to achieve client acquisition targets.

  • Network, obtain referrals, and monitor appointment-to-closure ratios to optimize results.

  • Manage seminar invitations, attend events, and follow up on leads.

  • Schedule and conduct client reviews; prepare review packs with WMA team.

  • Meet with clients regularly to provide wealth management advice and identify cross-selling opportunities.

  • Reassess client risk profiles and financial needs; deliver comprehensive wealth and financial services.

  • Maintain detailed client financial plans and records in XPlan; ensure accuracy and regulatory compliance.

  • Track tasks, follow-ups, and reporting with WMA team; use XPlan for client engagement and reporting.

  • Participate in weekly team meetings and contribute to industry updates and presentations.

  • Collect, maintain, and update all client information; ensure 100% compliance with regulatory standards.

    Requirements

  • Commerce or Business Science undergraduate degree with postgraduate in Financial Planning

  • Further postgrad qualifications advantageous 

  • Proven and relevant experience (5+ years) of giving advice and holistic financial planning to high-net worth and ultra-high net worth clients

  • Xplan or similar CRM system

  • Microsoft Office suite

  • Tenacity, sales ability, initiative, planning, professional presentation skills, flexibility, people management, emotional intelligence

 

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Trish Lee
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