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Wealth Manager

Vacancy Details

Reference No.



A sought after financial and services organisation is currently seeking an individual to assume the role of Wealth Manager. The successful incumbent will be responsible for managing client’s wealth needs through an ongoing advisory process to achieve the organisation’s strategic goals of client centricity and revenue generation as per the business strategy.


  • Contribute to a culture conducive to the achievement of transformation goals by participating in Organisation Culture building initiatives (e.g. staff surveys etc.).
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Identify and implement recommend opportunities to enhance processes, systems and policies.
  • Deliver on due dates through the timeous documenting and scheduling of reviews.
  • Focus on eliminating waste and optimising vendor expenditure by managing the billing analysis and audit process.
  • Obtain cost efficiencies by promoting competition as a mechanism to define the savings that could be extracted by advising and guiding internal stakeholders on the management thereof.
  • Keep abreast of legislations and other industry changes that has an impact on role by reading the relevant newsletters, websites and attending sessions.
  • Understand and embrace the organisation vision and demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained or maintained within specified time frames.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
  • Ensure all successes are communicated to Group Technology through the various publications.
  • Oversee service level agreements by managing and tracing the SLA reviews and by updating appropriate registers and plans accordingly.
  • Identify recurrent incidents and incidents that are not yet matched to existing incident data through the analyses of incident data.
  • Identify problems or known errors and record incidents resulting from incident data for which a structural solution has to be found.
  • Determine the root cause by reviewing the problem resolution with specialist staff and reference the relevant supporting documentation.
  • Monitor and follow up on issues raised that might cause possible compliance and risk issues by documenting and reporting issues to the relevant stakeholders as well as tracking and monitoring solutions.


  • Matric.
  • National Certificates and Occupational Awards would be an added advantage.
  • Commercial degree/diploma e.g. B.Comm/B.Sc Actuarial Science/Business Science, Certified Financial Analyst, Regulatory FAIS Exams.
  • FPI (Financial Planning Institute) membership.
  • Must have a minimum 5 years related experience.

Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape