Location
cape town
Job Type
Full-time
Posted
June 19, 2026
Job Description
Role: Wealth Manager (New Business)
Category: Wealth Management
Location : Claremont
Salary: Market-related
Are you a dynamic, results-driven professional with a talent for storytelling and business development? Our client is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be the face of the firm, sharing their unique story with ideal clients to drive sustainable growth in Assets Under Management (AUM) and expand their boutique Family Office reach.
Key Responsibilities:
Client Acquisition: Manage the full sales cycle, from initial prospect meetings (Telling the Story) to evaluating closing ratios against strategic targets .
Relationship Deepening: Proactively cross...