Role Overview

SET needs a Wealth Manager who can step into a practical role in Cape Town. A key part of the work involves Conduct regular client reviews and reassess financial goals, risk profiles, and investment strategies.

Key Responsibilities

Keep momentum on minimum 5+ years' experience providing holistic financial planning and investment advice to High-Net-Worth and Ultra-High-Net-Worth clients.
Keep momentum on strong understanding of wealth management, investments, fiduciary services, and financial planning principles.
Take responsibility for the core day-to-day work expected of a Wealth Manager.
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.

Requirements

5+ years of relevant experience
A practical working style with the ability to prioritise when several tasks compete.
A professional approach to deadlines, service quality and daily priorities.