Job Description
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 cl...Ready to Apply?
Submit your application today and join our talented team at The Recruitment Council.
Submit ApplicationJob Details
- Location remote, gauteng
- Job Type Full-time
- Category Other-General
- Posted Date July 03, 2026
- Application Deadline August 12, 2026