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Wealth Manager

Vacancy Details

Reference No.



A financial services provider is seeking to employ a Wealth Manager to manage clients’ wealth needs through an ongoing advisory process to achieve the organisations' 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 the organisations' culture building initiatives (e.g. staff surveys etc.)
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems
  • 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
  • Define the savings that could be extracted; by advising and guiding internal stakeholders on the management thereof
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions
  • Understand and embrace the organisations' 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 and 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 (e.g. Full View; Engage)
  • Actively working towards building a network across all areas in GT and understanding the end to end service
  • 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 analysis 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
  • Ensure that the databases are updated and deadlines are met
  • Document all successes for future reference and lessons learned
  • Manage quarterly reviews and recognition though communication thereof Manage the implementation of the Knowledge Management Plan and systems; policies and processes
  • Promote knowledge management principles; processes and procedures to encourage collaboration and information sharing
  • Produce and distribute Management reports by collating the required information
  • Ensure contract process is followed by working in close relation with the vendor management and contracting office
  • Ensure the availability of reliable and secure knowledge; information and data throughout the Service Lifecycle
  • Use; establish and maintain effective working relationships with other employees; including external stakeholders; through the use of customer service skills
  • Meet client needs by sending necessary communications to the targeted audience
  • Build and maintain relationships by ensuring that all data on the Information Technology Service Management Catalogue is updated and communicated
  • Create internal synergy by providing information on progress


Essential Qualifications - NQF Level:

  • National Senior Certificate (Matric - Grade 12)
  • Advanced Diplomas or National 1st Degrees

Preferred Qualification:

  • Commercial Degree or Diploma e.g. BComm / BSc Actuarial Science / Business Science, Certified Financial Analyst, Regulatory FAIS Exams

Essential Certifications:

  • FPI (Financial Planning Institute) Membership



  • Minimum 5 years related experience as a Wealth Acquisitions Manager – non negotiable
  • Strong business development, deal writing and networking experience – sales focus


Requirements and Skills

  • Banking knowledge
  • Banking procedures
  • Business acumen
  • Business principles
  • Business terms and definitions
  • Business writing
  • Communication strategies
  • Data analysis
  • Governance, risk and controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Research methodology
  • Decision-making process
  • Cluster Specific Operational Knowledge


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 - Cape Town CBD