Private Wealth Manager (Windhoek)

About the role

We are seeking a full‑time Private Wealth Manager to join our Windhoek office. You will work directly with high‑net‑worth individuals, delivering tailored financial and investment advice that aligns with their long‑term objectives.

Key responsibilities

• Build and manage a portfolio of high‑net‑worth clients.
• Conduct client meetings to assess financial goals and risk tolerance.
• Design, present, and monitor wealth‑management strategies and investment portfolios.
• Coordinate offshore and local investment solutions with internal specialists.
• Stay updated on market trends, regulatory changes, and product developments.
• Generate new business through networking, referrals, and relationship building.

Required profile

• Strong expertise in financial planning, estate planning, and investment management.
• Relevant professional certification (e.g., Certified Financial Planner) or active progress toward it.
• Proven experience serving high‑net‑worth or affluent clients.
• Excellent communication, relationship‑management, and business‑development skills.
• Analytical, numerical, and problem‑solving abilities with high ethical standards.
• Bachelor’s degree in Finance, Economics, Business, Accounting or related field; advanced qualifications are a plus.

Required skills

What we offer

• Client‑centric environment with boutique‑style service.
• Opportunities to work with international financial institutions.
• Professional development and growth within a leading offshore wealth management firm.