Job Details
Employer: Stonebridge HR Solutions

Stonebridge Wealth Management is looking for a candidate with exceptional inter-personal skills, a passion for finance and the desire for career growth to fill the position of Wealth Manager. 

A Wealth Manager provides clients with specialist guidance on how to manage their finances. The role involves researching the marketplace and recommending the most appropriate financial service available, ensuring that a client is aware of and understands the financial service which best meets their needs.

An applicant from an industry other than the financial services industry is also encouraged to apply as full training on the technical knowledge of the position will be provided. 

Opportunity for additional industry specific qualifications will also be provided. 

Candidate Requirements

Personal characteristics:

  • High interpersonal skill
  • High autonomy (ability to manage time)
  • Communicate complex financial matters in simple understandable terms to client
  • Desire for career growth
  • Professional finesse 

Basic requirements:

  • Matric / Grade 12
  • Tertiary qualification (beneficial but not pre-requisite)
  • Own transport
  • Valid driving license
  • Clear Credit record (no blacklisting’s or judgements)
  • Clean criminal record
  • Well-spoken in English (any other languages will be beneficial)

Should you not receive a response within two weeks you may consider your application as unsuccessful. 


This position reports to: Directors of the company. Apply before Friday, September 15, 2017 - 50 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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