Wealth manager (advisory) | western cape

Are you a passionate, client-centric financial professional looking to join a boutique, holistic Family Office?

Our client is seeking a dedicated Wealth Manager to join their Client Relationship Management team. In this role, you will manage and develop an existing advisory client book, ensuring the delivery of high-quality financial advice and an exceptional client experience.

Key Responsibilities Client Servicing: Conduct regular client visits to provide wealth management feedback and re-evaluate risk profiles and financial needs. Strategic Planning: Ensure detailed Financial Needs Analyses (FNAs) are completed and reviewed annually for all clients. Relationship Management: Proactively manage an existing book while identifying cross-selling opportunities to increase Assets Under Management (AUM). New Business Development: Network to obtain referrals, conduct presentations, and attend seminars to identify business opportunities. CRM & Technology: Maintain accurate ...