Location: Stellenbosch | Claremont | Bryanston | Durban
This role can be based at any of the above offices.
Overview:
An established wealth management firm is seeking a Senior Wealth & Investment Manager to work closely with high-net-worth clients in a pure investment-focused role.
This is not a traditional financial advisor position. The role is suited to individuals with a strong investment mindset who are comfortable constructing portfolios, advising on asset allocation, and engaging clients on complex financial matters.
The Role:
Manage and deepen relationships with high-net-worth clients
Design and manage multi-asset investment portfolios
Provide strategic investment advice aligned to client objectives
Deliver holistic financial planning (retirement, estate, tax)
Monitor portfolios, performance, and market developments
Requirements:
Relevant BCom or equivalent qualification
CFA Charterholder (preferred) or currently studying towards CFA
CFP advantageous
FAIS compliant
Proven experience in wealth management / investment advisory
Strong understanding of financial markets, asset allocation, and portfolio construction
Ability to engage confidently with sophisticated clients
Why Consider This Role:
Investment-led approach (not product-driven advice)
High-quality, high-net-worth client base
Opportunity to apply true portfolio management thinking in a client-facing role