Job Description

Hello Future Wealth Advisor

Shape Wealth. Build Relationships. Create Lasting Impact.

At Pointbreak Wealth Management (Pty) Ltd, we believe exceptional people create exceptional outcomes. We challenge convention, embrace innovation, and empower our people to build meaningful careers, while making a lasting difference in the lives of our clients.

We are looking for an enthusiastic, client-focused, and committed Wealth Advisor to join our growing team. This is an exciting opportunity for a professional who is passionate about helping clients achieve their financial goals through personalised risk, investment, and wealth planning solutions.

As a Wealth Advisor, you will provide professional financial advice to clients, while building trusted relationships and delivering tailored solutions that support their long-term financial wellbeing. You will play a key role in growing and retaining a portfolio of clients while ensuring full compliance with FIA and FIMA regulations, and the Pointbreak Advisory Framework.

Are you someone who can:

• Build, manage, and maintain strong relationships with new and existing clients through proactive engagement and exceptional service delivery.
• Conduct comprehensive financial needs analyses and develop tailored financial plans aligned to individual client goals and risk profiles.
• Provide professional advice and tailored solutions across the full wealth management spectrum, including wealth creation, wealth preservation, wealth transfer, retirement planning, risk protection, and investment management.
• Deliver exceptional customer experiences by identifying client needs and providing innovative, compliant, and value-adding solutions.
• Grow and retain a portfolio of clients through networking, lead generation, referrals, and ongoing relationship management.
• Achieve agreed asset growth, and revenue targets while maintaining a strong client-centric approach.
• Utilise approved planning tools, investment frameworks, and advice methodologies to formulate appropriate client recommendations.
• Ensure compliance with all legislative, regulatory, governance, audit, and risk management requirements.
• Maintain accurate client records and documentation in accordance with FAIS and internal compliance standards.
• Work collaboratively with internal teams and business partners to maximise client value and business opportunities.
• Keep abreast of market developments, investment trends, economic conditions, and industry changes to provide informed financial advice.
• Continuously develop professional knowledge and competencies to maintain credibility as a trusted wealth management professional.

You will be an ideal candidate if you have:

• Bachelor of Commerce (BCom) or relevant tertiary qualification in Finance, Investments, Economics, Business, or a related field.
• above 5 years' experience in Wealth Advisory, Financial Planning, or a related investment environment.
• Valid driver's license and own transport Strong knowledge of investment products, risk products, financial planning principles, and wealth management solutions.
• Knowledge of FIA and FIMA regulations and meet all Fit and Proper (FAP) requirements.
• Strong relationship management, networking, and business development skills.
• Excellent communication, presentation, and client engagement abilities.
• CFP®, RE5, or other relevant financial advisory qualifications will be advantageous.
• Experience providing financial planning and wealth management solutions to clients at different life stages, including wealth accumulation, preservation, and transfer planning.

What you can expect from us:

• Opportunities to network and collaborate
• Challenging Working
• Opportunities to innovate
• Develop your own skills and knowledge

We can be a match if you are:

• Always doing the right thing – Fight for ethical conduct and transparency, both inside and outside
• Curious – Believe in insight, creativity, and its power to unlock value
• Deeply Invested – Take initiative and be a leader in your own right
• Valuing differences – Be inclusive, gracious, decent, and humble
• Building Trust not Territory – Create a culture of sharing
• Courageous – We’ve built a culture of bravery as every opinion is considered

Ready to take your career to the next level?

Join a team where expertise is valued, relationship matter, and success is shared.

Application Portal: Workday (Workday (myworkdayjobs.com)

Closing Date: 11 September 2026

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.