Wealth Manager

## Wealth ManagerApplylocations: Georgetime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31, 2026 (29 days left to apply)job requisition id: R47383# **Job Description**To serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore.* Provide comprehensive financial planning and investment advice to high-income clients.* Formulate proposals in investment planning, estate planning, cash management, and risk needs.* Manage and grow a portfolio of clients with assets under management (AUM) of R300 million or more.* Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.* Monitor financial market trends to ensure that client plans remain responsive and relevant.* Investigate available investment opportunities to ...