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SENIOR WEALTH MANAGER

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📍 Cape Town, South Africa
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Location Cape Town
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Posted June 16, 2026
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Commute Local Area
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Local Opportunity Near You!

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Job Description

An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their career within a respected organisation. You’ll take ownership of an existing portfolio of clients, providing high‑quality advice and building long‑term partnerships. It’s an excellent fit for someone eager to broaden their experience — including paraplanners ready to step into a more client‑facing, strategic role.

Your:



  • Formal Education:

    • 3 Year Degree
    • Post Grad in Financial Planning (CFP Designation Advantageous)
    • RE Qualification(advantageous)

  • Experience:

    • ± 5 years’ experience in the financial services industry. Experience as a Wealth Manager or Paraplanner is advantageou...

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📍 Location Details

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City
Cape Town
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Country
South Africa
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Commute
Local Area

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