Junior Wealth Manager – JHB

Junior Wealth Manager – JHB

ENVIRONMENT:

Our client, a leading investment and wealth management business, is seeking a motivated Junior Wealth Manager to join their team. The successful candidate will be responsible for building and growing a wealth management portfolio by developing strong client relationships, conducting client meetings, and leveraging strategic distribution partnerships. The primary purpose of the role is to establish and nurture long-term client relationships while growing Assets Under Management (AUM) and contributing to the overall expansion of the business.

DUTIES:

• Build a wealth management book of clients through client meetings and leveraging partnered distribution relationships.

• Constantly monitor and follow up on the new business implementation process to ensure seamless and smooth client acquisition.

• Consult with various stakeholders, including:

o Portfolio Managers

o Product Suppliers

o Administrative Staff

• Draft investment proposals and investment reports.

• Compile, update, and maintain weekly, monthly, and/or quarterly investment feedback reports for selected clients and all partners.

• Continuously maintain and analyse the investment book.

• Update internal weekly pipeline reports on POS (internal system).

• Compile and update portfolio asset allocation spreadsheets.

• Provide a minimum of bi-monthly partner updates.

• Maintain ongoing communication and engagement with partners.

• Work closely with Wealth Managers within the team, providing assistance and advice while collaborating to build the business.

REQUIREMENTS:

Knowledge & Industry Experience

• Clear understanding of financial services, including investments and the broader financial services industry.

• Clear understanding of the administration of financial services, products, and investment platforms.

• Understanding of FAIS and subordinate legislation, FICA, and PoPIA.

• Experience with Investment Funds, Collective Investment Schemes (CIS), JSE, equities, and other investment classes.

• Private Banking / Wealth Management experience.

• Experience in investment advisory and financial planning.

• Industry exposure and competitor analysis.

Job Experience

• High-net-worth client interaction (essential).

• 3–5 years’ experience as a Client Wealth Manager, Financial Advisor, Financial Planner, or Private Banker.

• Sound financial acumen and customer service excellence.

• Strong client relationship management ability.

• Target-driven approach.

Education

• BCom or similar qualification in Finance, Wealth Management, Investment Management, or a related field.

ATTRIBUTES:

• Dynamic, energetic, resilient, and committed initiative-taker.

• Strong client relationship management skills.

• Target-driven.

• Consistent self-education and commitment to professional development.