💼 Full-Time Position

Wealth Manager

🏢
The Recruitment Council
📍 johannesburg, johannesburg, South-Africa
📍
Location
johannesburg, South-Africa
📅
Posted
June 25, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Role: Wealth Manager (Advisory)

Category: Investment Management

Location: Western Cape

Salary: Market-related

Are you a passionate, client-centric financial professional looking to join a boutique, holistic Family Office?

Our client is seeking a dedicated Wealth Manager to join their Client Relationship Management team. In this role, you will manage and develop an existing advisory client book, ensuring the delivery of high-quality financial advice and an exceptional client experience.

Key Responsibilities:


Client Servicing: Conduct regular client visits to provide wealth management feedback and re-evaluate risk profiles and financial needs .

Strategic Planning: Ensure detailed Financial Needs Analyses (FNAs) are completed and reviewed annually for all clients .

Relationship Management: Proactively manage an existing book while identifying cross-selling opportunities...