Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand to grow your own brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while building trust and delivering top-notch client service to ultra-high net worth clients. You excel in influencing others, have a strong grasp of financial markets, and are committed to delivering tailored financial solutions. What you'll be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts, cultivating relationships with both new and existing clients. Your role will involve providing comprehensive financial advice, crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic networking and referral programs. Where you'll be doing it Our client is a prominent financial services firm renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold in the industry, they pride themselves in fostering a collaborative culture that encourages professional development and client excellence. You'll be based in professional offices in Claremont, Cape Town. What you'll need To thrive in this role, you should possess a Postgraduate Diploma in Financial Planning, complemented by at least 5 years of experience in investment and financial planning working as a Wealth Manager. Your qualifications should include CFP accreditation, and you should have a solid understanding of financial markets, investment products, and regulatory frameworks. Your interpersonal finesse, coupled with strong presentation skills, hunter mindset and an adaptable approach, will set you apart. What you'll get In addition to a competitive guaranteed salary package with uncapped earning potential, you'll benefit from the opportunity to work with a diverse portfolio of clients and leverage a comprehensive suite of integrated financial services. Join a team that values integrity, professionalism, and continuous learning, and take your career to new heights in the dynamic world of wealth management. How to apply For a confidential discussion please contact Claudette on (021) 035 1433 or send your CV to c.dupreez (at) thetalentexperts (dot) co (dot) za We appreciate that your CV might not be fully up to date. No problem just send us what you have. We do respond to everyone Just give us a few days to work through your application. Apply Now

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