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Wealth Manager

Recruite Agency
Johannesburg, Gauteng
Full-time
Posted 25 June 2026
Full-time Banking & Finance
Job Description

Hands-on from day one, the Wealth Manager will provide strategic financial advice to senior management and the board, mentor and develop finance team members and manage cash flow and working capital effectively for an established company in Johannesburg, Gauteng.

The team operates with a hands-on, get-it-done attitude and good camaraderie. The team looks after its own and expects the same in return. Take the next step in your career and apply before the closing date.

Responsibilities
  • Develop annual budgets and rolling financial forecasts, monitoring performance and providing variance analysis with detailed commentary.
  • Analyse credit applications and financial statements to assess creditworthiness and make recommendations on lending decisions.
  • Provide strategic financial advice to senior management and the board on financial performance, risk, and growth opportunities.
  • Manage cash flow and working capital effectively, including preparing cash flow forecasts and managing banking relationships.
  • Lead and manage the external audit process, preparing audit files, responding to queries, and ensuring timely sign-off of financial statements.
  • Ensure full compliance with all tax legislation and regulatory requirements, managing preparation and submission of all tax returns.
  • Develop and implement financial policies, procedures, and internal controls to safeguard assets and ensure information integrity.
Requirements
  • In-depth knowledge of International Financial Reporting Standards, tax legislation, and the Companies Act in South Africa.
  • Strong commercial awareness and business acumen to understand the broader context of financial decisions.
  • A minimum of five to seven years of progressive experience in financial management, investment analysis, or a related field.
  • Exceptional interpersonal and communication skills to influence and build relationships with stakeholders at all levels.
  • A bachelor's degree in accounting, finance, or economics with an honours degree or postgraduate qualification strongly preferred.
  • Excellent analytical and problem-solving skills to interpret complex financial data and present findings clearly.
  • A professional accounting or finance qualification such as CA(SA), CIMA, CFA, ACCA, or an equivalent recognised designation.
Qualifications
Master of Business Administration with Finance Specialisation
Paid Survey
Job details
Job typeFull-time
ProvinceGauteng
CityJohannesburg
CategoryBanking & Finance
Posted25 June 2026
Closing2 August 2026
Recruite Agency
Johannesburg, Gauteng
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