Junior Wealth Manager Job Sandton area,South Africa,Finance & Banking

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

Overview

The Junior Wealth Manager will be responsible for building and managing high-net-worth client relationships while developing expertise across wealth management, financial planning and investment solutions. The role provides exposure to client acquisition, portfolio growth and holistic wealth management within a high-performance environment.

What will you do?

Develop and manage relationships with high-net-worth private clients.

Conduct client meetings and wealth reviews.

Identify client needs and formulate appropriate wealth management solutions.

Provide investment, financial planning and wealth management recommendations.

Develop a deep understanding of client financial objectives and wealth planning needs.

Contribute to new client acquisition and business development activities.

Build and maintain relationships with clients, professional intermediaries and referral partners.

Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.

Monitor financial market developments and their impact on client portfolios.

Ensure compliance with all relevant regulatory, governance and policy requirements.

Contribute to the growth and development of the Wealth Management business.

What will make you successful in this role?

Strong interest in wealth management and financial markets.

Ability to build trusted client relationships.

Strong client service orientation.

Commercial mindset and business development potential.

Ability to identify client needs and recommend appropriate wealth solutions.

Strong communication and interpersonal skills.

Professionalism and credibility when engaging with clients and stakeholders.

Qualification and experience

BCom / Honours / CFA / CFP / LLB or other relevant qualification.

CFP or CFA studies would be advantageous.

RE5 would be advantageous.

Up to 3 years' experience within wealth management, investments, financial planning, private banking or financial services.

Exposure to high-net-worth client environments would be advantageous.

Strong academic record and interest in financial markets.

Knowledge and skills

Understanding of wealth management and investment principles.

Strong numerical and analytical capability.

Ability to assess client needs and identify suitable solutions.

Strong client relationship management capability.

Business development and networking potential.

Excellent written and verbal communication skills.

Personal qualities

Entrepreneurial mindset.

Client-centric approach.

Learning agility and intellectual curiosity.

Strong work ethic and commitment to excellence.

Results-oriented and accountable.

Professional confidence and maturity.

Highly organised and detail-oriented.

Resilient and adaptable.

Self-motivated and proactive.

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office – the Sanlam Group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

To be considered for the above opportunity please upload your detailed CV on or before 22 July 2026.

Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.