Description

The Associate Wealth Manager (AWM) is an advisory professional who works alongside a Wealth Manager and Internal Consultant within an expanded Wealth Management cell. The role provides technical investment and financial-planning expertise, supports client relationships, identifies commercial opportunities and ensures continuity between advice and implementation. The AWM creates additional capacity for the Wealth Manager to focus on client acquisition, strategic relationships and revenue growth, while maintaining high standards of client service and advice quality.

Key Responsibilities

1. Client Engagement and Relationship Management
•    Participate actively in client discovery, proposal and review meetings.
•    Develop trusted relationships with clients alongside the Wealth Manager.
•    Understand client objectives, financial circumstances and investment requirements.
•    Coordinate client reviews, meeting preparation and follow-up actions.
•    Progressively lead selected client engagements where appropriately authorised.

2. Financial Planning and Investment Advice
•    Prepare investment proposals, portfolio reviews and financial-planning analysis.
•    Apply approved strategic and tactical asset allocation guidance.
•    Assess portfolio construction, suitability and investment opportunities.
•    Prepare advice documentation and Records of Advice.
•    Identify portfolio inconsistencies, risks and potential improvements.
•    Provide investment advice within applicable regulatory authorisation and delegated responsibilities.

3. Commercial Growth and Opportunity Identification
•    Proactively analyse the existing client base for growth opportunities.
•    Identify excess cash, investment maturities, consolidation and portfolio restructuring opportunities.
•    Support client retention, referrals and new-business initiatives.
•    Participate in targeted campaigns and relationship-development activities.
•    Enable Wealth Managers to dedicate more time to acquisition and strategic growth.

4. Advice Coordination and Implementation Oversight
•    Coordinate the advice process from client discovery through to implementation.
•    Maintain visibility of outstanding client actions and commitments.
•    Liaise with Internal Consultant to ensure approved recommendations are implemented.
•    Monitor progress, communicate with clients and escalate delays.
•    Maintain clear and accurate client records.

5. Succession and Relationship Continuity
•    Establish meaningful secondary advisory relationships with clients.
•    Reduce key-person dependency through broader client relationship coverage.
•    Develop the capability to assume greater client responsibility where appropriate.

Qualifications, Experience and Skills

•    Relevant tertiary qualification; CFP or CFA would be advantageous.
•    Financial services experience, including experience in financial markets, preferably working directly with clients and investments.
•    Strong investment markets and portfolio construction knowledge.
•    Sound understanding of financial planning and the advice process.
•    Relevant FAIS regulatory authorisation and competence.
•    Analytical ability and attention to detail.
•    Strong interpersonal and client communication skills.
•    Commercial awareness and proactive opportunity identification.
•    Organisational discipline and effective follow-through.
•    Ability to work collaboratively within a Wealth Management cell.
•    Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work

What We Value

At Investec we seek creative, talented people with passion, energy and stamina, who collaborate unselfishly.

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