About the position
Salaried Wealth Manager (PTA) Build lasting client relationships while shaping financial futures in a high-trust advisory role. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Menlyn, Pretoria
Market-related
You're detail-oriented, client-focused and thrive on building meaningful relationships. You communicate clearly, manage deadlines with ease, and take pride in delivering accurate, thoughtful financial advice.
You'll manage and nurture an established client base, delivering portfolio reviews, income sustainability reporting, and tailored financial solutions. You'll work across a range of investment products, ensuring compliance with legislation and tax considerations. From preparing and presenting reviews to handling queries, transfers, and ongoing administration, you'll play a key role in maintaining exceptional client experiences and long-term financial outcomes.
You'll join a respected, boutique financial services firm known for its personalised approach to wealth management. The team prides itself on professionalism, strong client relationships, and delivering tailored financial planning solutions in a collaborative and high-performance environment. You'll be fully office based in professional offices in Menlyn, Pretoria so living close by is highly advantageous.
A completed commerce degree is essential along with RE5 and ideally you are studying towards your Postgraduate Diploma in Financial Planning, CFP® designation. You'll bring strong knowledge of various investment products, retirement planning, and tax, along with proven experience in client relationship management and portfolio reviews. To create the best possible client experience you need to fluent in Afrikaans for the one portfolio of clients, they need an additional Wealth Manager who is fluent in Zulu, Sotho, Tswana or Pedi to look after another portfolio of clients. You also need to have your own reliable transport should you need to go see clients.
A supportive, professional environment where your expertise is valued, along with the opportunity to work with an established client base and grow your career in wealth management. This is not your typical commission chasing role, you really do get to focus on being a trusted consultant.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Investment Advisory
- Holistic Financial
- Wealth Management
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
