Wealth Manager

In brief

**Overview** This role at Sanlam Group is for a Wealth Manager responsible for acquiring, managing, and growing high-net-worth client relationships. The position focuses on providing holistic wealth management solutions and requires a commercially driven professional who can identify client needs, offer strategic wealth advice, and contribute to the growth of the Wealth Management business. **What you will do** * Acquire, manage and grow relationships with high-net-worth private clients. * Build and grow a profitable client book through new client acquisition. * Provide holistic wealth management, investment and financial planning solutions. * Conduct regular client reviews and provide strategic wealth advice. * Identify opportunities to expand existing client relationships and grow revenue. * Develop a deep understanding of client financial objectives and wealth planning needs. * Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions. * Build and maintain relationships with professional intermediaries and referral partners. * Monitor financial market developments and their impact on client portfolios. * Ensure compliance with all relevant regulatory, governance and policy requirements. **Requirements (from the original advert)** * Strong sales and business development track record. * Proven ability to acquire new clients and grow revenue. * Strong relationship-building and networking capability. * Ability to identify client needs and provide appropriate wealth solutions. * Strong understanding of financial planning, investment management and wealth management principles. * Commercially astute with a client-centric approach. * High levels of credibility and professionalism when engaging with affluent clients and professional advisers. * BCom / Honours / CASA / CFA / MBA / LLB. * CFP qualification would be advantageous. * Higher Diploma in Tax would be advantageous. * FAIS representative status and RE5, where applicable. * Proven experience within private client wealth management, financial planning or investment management. * Demonstrated success in acquiring and managing high-net-worth client relationships. * Proven ability to develop and grow a profitable client book. * Existing high-net-worth client network and/or transferable client book will be a distinct advantage. * Strong understanding of investments, wealth management and financial markets. * Ability to assess client needs and provide holistic wealth management solutions. * Excellent client relationship management capability. * Strong business development and networking skills. * Excellent communication, presentation and influencing skills. * Sound commercial judgement and decision-making ability. * Entrepreneurial mindset. * Strong numerical and analytical orientation. * Results-driven with a strong sense of ownership and accountability. * Exceptional client focus and service orientation. * Highly organised and detail-oriented. * Strong interpersonal and communication skills. * Resilient and able to perform effectively under pressure. * Learning agility and intellectual curiosity. * Professional confidence and maturity. **Who should apply** A commercially driven professional with a strong sales and business development track record, proven ability to acquire new high-net-worth clients, and grow a profitable client book. The ideal candidate will have strong relationship-building and networking capabilities, excellent communication skills, and a deep understanding of financial planning, investment management, and wealth management principles. They should hold relevant qualifications (BCom/Honours/CASA/CFA/MBA/LLB) with FAIS and RE5 status, and ideally a CFP qualification or Higher Diploma in Tax. Experience in private client wealth management is essential, along with a client-centric approach, entrepreneurial mindset, and strong analytical skills. Candidates with an existing high-net-worth client network are at a distinct advantage. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/wealth-manager-sanlam Source: myjobmag

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