Senior Wealth Manager Sandton

IntroductionA prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills. This is more a "farmer" than a "hunter" role, as the focus is on managing the existing portfolio of clients and not on seeking new clients. The incumbent would also manage two junior team members.Duties & ResponsibilitiesThe successful incumbent will amongst others be responsible for:Client Relationship ManagementCollaboration with Tax Advisors, Fiduciary Specialists, and Other External ProvidersPerformance ReportingTask Management for Onshore and Offshore StructuringMarket Research and AnalysisDigesting Market Research and AnalysisDesired Experience & QualificationB.Com, BBusSci or related degreeCFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)FAIS CompliantProven experience as a Wealth and Investment Manager with a focus on HNW clientsIn-depth knowledge of financial markets, investment products, structuring and wealth management strategiesStrong analytical and quantitative skillsExcellent communication and interpersonal skillsCompliance-oriented mindset and adherence to regulatory guidelinesPackage & RemunerationCompetitive remuneration package + Incentives
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