Wealth Manager (Advisory) | Western Cape, Cape Town

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 client information in Xplan, using the system for tasks, threads, and reporting. Collaboration: Work closely with Wealth Management Assistants (WMAs) and specialists across the Group to ensure seamless administration and holistic service. Compliance: Ensure 100% industry compliance in file preparation and stay updated on regulatory developments.Requirements

Education: An undergraduate degree in Commerce or Business Science with aPostgraduate Diploma in Financial Planningis required. Professional Certification: Must be aRegistered CFP® with the FPI(non-negotiable). Experience: 1–3+ years of proven experience providing holistic financial planning and advice toHNW and UHNW clients.Technical Skills: Proficiency in Xplan(or a similar CRM system) and the Microsoft Office suite. Competencies: Strong planning and presentation skills, commercial drive, integrity, and a results-oriented mindset. Send your application to

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