We are looking for Wealth Managers for our client a large Wealth Management Business. Our client prides themselves as having the highest ethical values, exceptional wealth management experience and a mindset of Premium delivery. The roles have arisen out of the successful merger with a major accounting firm. This exciting opportunity offers a successful candidate a great opportunity to increase their current book significantly. A successful wealth manager will have the opportunity to create relationships with the partners / accountants of the firm and their clients.

Interested Wealth Managers whom meet the requirements can send their confidential word document cv and salary indication for consideration


Role: Wealth Manager

Location: Sandton Surrounds / Johannesburg

Commencement As soon as possible

Education Requirements CFP/ CFA & a degree in Finance/ Accounting or a relevant qualification

Experience Exp in wealth Management / Estate planning / Current AUM + 200 Million

All individuals will be assessed on a case by case basis, dependent on qualifications, experience and whether or not they have an existing client base that could potentially be transferred to our client


Skills & Responsibilities
Committed, driven, results focussed individual able to build trust relations with both existing and potential clients
Able to leverage the trust relationship to achieve annual targets for new business
Technically excellent, well trained and current on all industry aspects
Our wealth managers are a cut above the rest and as such eloquent, well presented & astute
Respectful and empathetic and able to nurture and develop relationships
An existing book of clients is a benefit but not a set requirement
We are looking for experienced wealth managers and view each person on their own individual merits

Education Requirements : Professional Qualification e.g. CFP/ CFA
A Bachelors in Finance/ Accounting or a relevant qualification

KPIs
Must demonstrate business development skills
Ability to network and build relations
Able to provide specialist, professional independent financial advise
Efficiency in data interpretation and a love of research and data analysis
Client focussed & able to communicate at high levels around investments and performances
Continuing professional development
Able to work well in a team with other professionals

Salary is open to discussion and will be positively influenced by Wealth Managers whom have an existing book which could potentially transfer some or part of it across

The philosophy underpinning the clients remuneration structures is to reward wealth managers through a high-performance culture. Thus a Wealth Manager at our client has the

opportunity to effectively write their own pay check as there is no limit to the upside earning potential. In addition all other legislative and compliance requirements are dealt with which means the Wealth Managers can focus on clients and not the other ‘stuff’ which takes up so much time. In addition all costs are covered by our client which means the WM does not fund any expenses.

Our client prides itself on strengths of independence, strong shareholding and key client relationships which are a potential source of lead generation with the Wealth Manager being based offsite at the Accountant Firm they are able to forge relationships with partners and managers to attract new business flows. Which is attractive as lead generation can be problematic in Wealth Management