Wealth Managers

Job Vacancy : Wealth Managers (New Business & Client Servicing Roles)

Locations : Johannesburg, Cape Town, Durban

Remuneration :

New Business Role : Basic salary + high commission (3 options available)

Client Servicing Role :
Primarily salary-based + performance incentives

An established and nationally represented advisory firm is seeking Wealth Managers for two key functions :

New Business Development Converting warm leads from members of company-sponsored retirement funds who have requested financial advice.

Client Servicing Managing and retaining existing clients using a proprietary financial planning platform.

Key Responsibilities :

New Business :

Engage and convert retirement fund members into clients

Provide tailored financial advice based on AUM tiers (up to R10M, R10MR
20M, R20M+)

Follow FAIS-compliant practices in lead conversion

Client Servicing :

Provide holistic financial planning and advice using internal systems

Retain, consult, and grow existing client portfolios

Proactive and ad hoc servicing within set compliance and internal policies

Minimum Requirements :

Regulatory Exam 5 (RE5)

FAIS Category 1 or 2 Representative

Relevant tertiary qualification in finance or commerce

Experience ranging from under-supervision to Certified Financial Planners (CFPs)

Intermediate MS Office skills (Excel, Word, PowerPoint, Outlook)

Proven communication, sales, and problem-solving skills

Key Attributes :

Client-focused and service-driven

Strong interpersonal and presentation skills

Self-motivated with the ability to work under pressure

Well-groomed and professional

Analytical and deadline-driven