Wealth Manager
Private Client HoldingsJob Description
Overview
Are you a seasoned Wealth Manager who loves winning new business, building deep client relationships and delivering a truly boutique “family office” experience?
Private Client Holdings (PCH) is growing our Wealth Management team and we’re looking for an exceptional Wealth Manager to help us share the PCH story with more ideal clients across the Western Cape. In this role, you will attract, onboard and grow high-net-worth and ultra-high-net-worth client relationships, delivering holistic, independent wealth management advice that protects and grows their wealth over the long term – while living the PCH Family Office philosophy.
At PCH, we partner with families to protect, grow and steward their wealth – across investments, fiduciary and holistic financial planning. You’ll be part of a tight-knit, highly professional team that values:
- Boutique, holistic advice rather than product pushing
- Long-term, multi-generational relati...
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