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Finance - Insurance Jobs in South Africa

Wealth Investment Manager

Job Information
LocationRecruitment Agency / Vacancy in South Africa. Durban
SalaryR1.4mil - R950k p/a
Job TypePermanent
EducationCFA/CFP/CA (SA)/Masters
Experience3-8 years

Job Description

A Large Bank based in Durban is currently looking for a Wealth Investment Manager.

The role is to focus on gathering and retaining AUM by providing best advice and thought leadership and excellence to clients within ultra high net worth and family office segments.

The Wealth Investment Manager is responsible to participate in the formulation and embedment of client engagement strategies over a period of 6 to 18 months and aligned to the broader business plan for Wealth Advisory.

Key Accountabilities:

New Business Development and Marketing

Client service - Manage and Grow Existing Client Relationships

Investment Management

Stakeholder Management

Query Resolution

Product Oversight

Risk Management

Education and Experience Required:

CFA with 3 years minimum experience in a financial services industry; or CA (SA) 3 years minimum experience in a financial services industry; or CFP / Advanced Post Graduate Diploma Financial Planning Law;

Maters / Bachelors degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration);

Ideally should not under supervision for any sub categories under FSB licence of Absa Wealth advisory;

Passed FSB regulatory exams;

Where the above qualifications are not met, and where the candidate has a minimum of eight years relevant and related experience within a wealth management business and / or Capital Markets.

Should you meet the requirements for this position, please email your CV to or fax to 086 572 8796. You can also contact Toni on 031 350 4405.

Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.

Hire Resolve offers a R1000 for any candidate that is referred and placed through Hire Resolve. Hire Resolve also offers a R1000 job spec fee for any referral that results in a placement through Hire Resolve. If your company is looking for any IT, Finance or Engineering staff, please email us at with the company name, a contact person and contact email or number of the person doing the hiring. We will keep the referral strictly confidential”

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