Manufacturing

Wealth Manager

Sanlam Group·Gauteng, south-africa·Full Time·Internship
ManufacturingFull TimeInternship
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Overview

  • The Wealth Manager will be responsible for acquiring, managing and growing high-net-worth client relationships through the provision of holistic wealth management solutions. The role requires a commercially driven professional who can identify client needs, provide strategic wealth advice and contribute to the growth of the Wealth Management business.

What will you do?

  • Acquire, manage and grow relationships with high-net-worth private clients.
  • Build and grow a profitable client book through new client acquisition.
  • Provide holistic wealth management, investment and financial planning solutions.
  • Conduct regular client reviews and provide strategic wealth advice.
  • Identify opportunities to expand existing client relationships and grow revenue.
  • Develop a deep understanding of client financial objectives and wealth planning needs.
  • Work closely with Portfolio Managers and specialist teams to deliver integrated wealth solutions.
  • Build and maintain relationships with professional intermediaries and referral partners.
  • Monitor financial market developments and their impact on client portfolios.
  • Ensure compliance with all relevant regulatory, governance and policy requirements.

What will make you successful in this role?

  • Strong sales and business development track record.
  • Proven ability to acquire new clients and grow revenue.
  • Strong relationship-building and networking capability.
  • Ability to identify client needs and provide appropriate wealth solutions.
  • Strong understanding of financial planning, investment management and wealth management principles.
  • Commercially astute with a client-centric approach.
  • High levels of credibility and professionalism when engaging with affluent clients and professional advisers.

Qualification and experience

  • BCom / Honours / CA(SA) / CFA / MBA / LLB.
  • CFP qualification would be advantageous.
  • Higher Diploma in Tax would be advantageous.
  • FAIS representative status and RE5, where applicable.
  • Proven experience within private client wealth management, financial planning or investment management.
  • Demonstrated success in acquiring and managing high-net-worth client relationships.
  • Proven ability to develop and grow a profitable client book.
  • Existing high-net-worth client network and/or transferable client book will be a distinct advantage.

Knowledge and skills

  • Strong understanding of investments, wealth management and financial markets.
  • Ability to assess client needs and provide holistic wealth management solutions.
  • Excellent client relationship management capability.
  • Strong business development and networking skills.
  • Excellent communication, presentation and influencing skills.
  • Sound commercial judgement and decision-making ability.

Personal qualities

  • Entrepreneurial mindset.
  • Strong numerical and analytical orientation.
  • Results-driven with a strong sense of ownership and accountability.
  • Exceptional client focus and service orientation.
  • Highly organised and detail-oriented.
  • Strong interpersonal and communication skills.
  • Resilient and able to perform effectively under pressure.
  • Learning agility and intellectual curiosity.
  • Professional confidence and maturity.

Key skills

BachelorsProfessional CertificatePostgraduate Diploma

At a glance

Company

Sanlam Group

Location

Gauteng, south-africa

Employment

Full Time

Experience

Valid until

Not specified

Created

October 13, 2026

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