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Wealth Management Executive, Financial Services and Wealth Industry


POSITION: Wealth Management Executive

NATURE OF BUSINESS: Financial Services and Wealth

JOB LOCATION: Western Cape, South Africa

REPORTING TO: Chief Executive Officer and Executive Committee


The successful candidate will be responsible for leading, directing, monitoring and managing the execution of the company’s strategic objectives, to ensure sustainable market, client and asset under advisory growth, as well as profitability in line with the company’s Investment Philosophy. He/she will be responsible for the profitability, sustainability, growth and compliance standards of the retail business as well as ensuring the effective growth and utilisation of resources and to serve as the interface between stakeholders, Chief Executives as well as the Fund and Asset Management businesses


  • Extensive and successful strategic capability and leadership with a proven track record of at least 10 years relevant experience of which at least 5 years experience at a senior managerial level
  • Must have had responsibility for Assets Under Advisory of at least R7.5 billion and experience in building and managing a team complement of more than 10 staff
  • Demonstrated success in building, retaining and managing a diversified client base
  • In-depth knowledge of South African financial regulations and compliance standards
  • High proficiency in financial analysis and investment management
  • Extensive experience with financial planning and portfolio management for diverse client needs
  • Demonstrated ability in stakeholder engagement and management, both verbally and in writing


  • A relevant post graduate qualification (minimum Bachelor of Commerce)
  • CFP (must have)
  • Registered Persons Examinations (must have)
  • CFA, MBA or Masters degree (advantageous)

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Note: Should you be interviewed by Amrop Woodburn Mann you will be asked to sign a consent form to permit us to verify your qualifications. Scanned copies of your degrees and diplomas may be asked for and can be sent to us when sending us your educational and career details.