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Open nowFirst seen 5 days ago

Private Wealth Manager - International Wealth Management - Cape Town

International Recruiters - Connecting Financial Specialists Limited128 open roles

Where
Cape Town, Western Cape, South Africa, Remote
Work mode
Remote
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Your applicationOpen nowPrivate Wealth Manager - International Wealth Management - Cape TownInternational Recruiters - Connecting Financial Specialists Limited · Cape Town, Western Cape, South Africa, Remote

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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on International Recruiters - Connecting Financial Specialists Limited's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Private Wealth Manager | International Wealth Management | Cape Town | High-Net-Worth Clients

Location: Cape Town, South Africa

Our client, a highly respected international wealth management firm, is seeking an ambitious Private Wealth Manager to join its growing Cape Town team.

This is an exceptional opportunity for an experienced wealth management professional looking to work with both local and internationally mobile clients, delivering holistic financial planning and sophisticated wealth management solutions across multiple jurisdictions.

You'll advise high-net-worth individuals and families on every aspect of their financial future while building long-term client relationships and developing your own portfolio within a supportive, growth-focused environment.

The Opportunity

As a Private Wealth Manager, you'll be responsible for delivering comprehensive financial planning and investment advice while identifying new business opportunities and expanding your client portfolio.

Your responsibilities will include:

  • Meeting prospective and existing clients to understand their financial goals and objectives
  • Delivering holistic financial planning covering investments, retirement planning, estate planning, insurance and wealth preservation
  • Advising clients on both local and international investment solutions
  • Designing tailored wealth management strategies aligned to each client's objectives and risk profile
  • Conducting comprehensive financial reviews and portfolio analysis
  • Building long-term client relationships through regular review meetings and ongoing servicing
  • Growing your client bank through referrals, networking and proactive business development
  • Monitoring investment performance and recommending portfolio adjustments where appropriate
  • Keeping abreast of financial markets, legislation and industry developments
  • Working within regulatory guidelines while delivering consistently high standards of professional advice

About You

The successful candidate will have:

  • Previous experience as a Financial Adviser, Wealth Manager, Private Banker or Financial Planner
  • Strong knowledge of investments, retirement planning, wealth management and financial planning
  • Experience working with high-net-worth individuals and families
  • Excellent relationship-building and business development skills
  • A consultative, client-focused approach to financial planning
  • Strong commercial awareness and the ability to generate new business opportunities
  • Excellent communication and presentation skills
  • The ability to build long-term trusted relationships with clients
  • Relevant financial planning qualifications, with a commitment to ongoing professional development

What's on Offer

  • Competitive basic salary with an attractive uncapped bonus structure
  • Established international wealth management proposition
  • Access to both local and offshore investment solutions
  • Comprehensive training and ongoing professional development
  • Career progression within a growing international organisation
  • Modern office environment in Cape Town
  • Supportive leadership and collaborative team culture
  • Opportunity to work with high-net-worth and internationally mobile clients

Why Apply?

This is an outstanding opportunity for an ambitious Wealth Manager looking to take the next step in their career with an internationally recognised wealth management business.

If you're passionate about helping clients build, preserve and grow their wealth while developing your own long-term career within a professional and supportive environment, we'd love to hear from you.

For a confidential discussion or to apply, please contact International Recruiters Connecting Financial Specialists (IRCFS). Our client has appointed us to manage this recruitment process, and no company details will be shared until the appropriate stage of the recruitment process. All applications and enquiries will be treated in the strictest confidence.

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