Senior Wealth Manager

Position Info

Recruiter: Omega Human Capital

Job :

Date posted: Wednesday, February 25, 2026

Location: Sandton, South Africa

Position Info: We’re recruiting a Senior Wealth Manager to manage and grow a portfolio of High‑Net‑Worth clients in Sandton. This role is ideal for a seasoned wealth professional with strong investment, financial planning, and client relationship skills.

• Relevant BCom degree
• CFP or CFA designation (preferred) or actively working towards it
• FAIS compliant
• Proven track record managing High‑Net‑Worth (HNW) clients
• Strong knowledge of financial markets, investment products, and wealth strategies
• Advanced understanding of asset allocation, risk management, and portfolio construction
• Proficiency in investment platforms such as Bloomberg, Iress, and Morningstar

• Develop and implement personalized financial plans for HNW clients
• Design and manage tailored investment strategies aligned to client goals and risk profiles
• Conduct detailed financial analyses covering retirement, estate, and tax planning
• Monitor, rebalance, and optimize client portfolios based on market conditions
• Provide regular performance reporting and insights to clients
• Identify and mitigate investment and portfolio risks
• Stay informed on market trends, regulatory changes, and best practices
• Collaborate with internal specialists (tax, legal, and advisory teams)
• Actively source, prospect, and onboard new wealth management clients