Description
We are seeking a highly motivated and experienced Wealth Manager with a strong focus on client acquisition to join our dynamic team. As a leading financial institution, we are committed to delivering exceptional service and tailored solutions to our clients. In this role, you will play a pivotal part in expanding our client base and driving business growth by identifying and acquiring new clients and providing an out of the ordinary investor experience by offering local and global investment solutions.

The result

•    Leverage personal drive, leadership & network building skills to build a book of clients and deliver client specific investment solutions to your clients.
•    Our deep client relationships, built on trust and Out of the Ordinary service, are the bedrock of our business. By demonstrating cast iron integrity, interpersonal skills, insights and meticulous planning, we can support and guide our clients' investment journey.
•    Our business requires creative, talented people with passion, energy and stamina, who collaborate unselfishly.
•    You will be responsible for educating your clients on the technology and platforms available to them to better monitor & maintain their investments.
•    Compliance oriented and provide timely feedback and investment reviews for your book of clients. 
•    Commitment to teamwork and positive influence by contributing to your team members' success and the goals of the broader team, while fostering a culture of diversity and inclusion

Experience, skill, and capability

•    Relevant Tertiary qualification 
•    CFP
•    Strong understanding of financial markets and investment industry
•    6+ years relevant experience in Financial Services 
•    Strong analytical skills 
•    Demonstrate a proactive and self-starting approach to work
•    Proficient in MS Office, especially PowerPoint and Excel
•    Knowledge of Bloomberg / I-Net advantageous
•    Client service orientated and entrenched network 
•    A demonstrated track record in client acquisition is required

Investec Culture 

At Investec we look for dynamic, energetic people filled with tenacity, integrity and out of the ordinary thinking.

We value individuals who in turn value our culture that is, a can-do attitude while challenging convention.

Diversity, competency, and flexible leadership are respected in pursuit of the growth of our business.

We are committed to diversity and inclusion when recruiting internally and externally.