Job Description

An established and respected wealth management organisation is seeking an experienced and commercially driven Regional Manager to lead and expand its Wealth division across KwaZulu-Natal, combining strategic leadership with hands-on client engagement and business growth

Why join this team?

• Be part of a growth-focused, entrepreneurial environment
• Work within a well-supported, high-performance wealth management structure
• Influence regional strategy and drive tangible business outcomes
• Collaborate with experienced professionals in a respected advisory business
• Build meaningful, long-term relationships with affluent and high-net-worth clients

What you will be doing:

• Lead, manage, and grow the regional Wealth business
• Drive business development and identify new market opportunities
• Build and maintain a personal portfolio of affluent and high-net-worth clients
• Deliver holistic wealth management and financial planning solutions
• Mentor and support advisers and regional staff to achieve targets
• Ensure compliance with regulatory and governance requirements
• Develop relationships with stakeholders, introducers, and strategic partners
• Monitor regional performance, profitability, and operational efficiency
• Conduct client meetings, presentations, and networking engagements
• Contribute to regional strategy alongside senior leadership

What we are looking for:

• Relevant tertiary qualification in Finance, Investments, Wealth Management or similar
• CFP® or Postgraduate Diploma in Financial Planning advantageous
• RE5 completed and FAIS compliant
• Proven experience in wealth management and financial advisory
• Leadership or management experience within financial services
• Strong existing client base or proven ability to build one
• Solid understanding of investment products and financial planning principles
• Strong commercial acumen and relationship management skills
• Excellent communication and presentation abilities

Benefits and unique aspects:

• Competitive remuneration with performance-based incentives
• Opportunity to shape regional growth and strategy
• Strong operational and administrative support
• Access to an established brand and client network
• Environment that supports entrepreneurial thinking and professional growth

Please note if you haven’t heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We’d still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.