Senior Wealth Manager Sandton

Introduction

A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills. This is more a “farmer” than a “hunter” role, as the focus is on managing the existing portfolio of clients and not on seeking new clients. The incumbent would also manage two junior team members.

Duties & Responsibilities

The successful incumbent will amongst others be responsible for:

• Client Relationship Management
• Collaboration with Tax Advisors, Fiduciary Specialists, and Other External Providers
• Performance Reporting
• Task...