Job Description

To act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.

Hello Future Wealth Manager – Pointbreak, Swakopmund

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 and committed Wealth Manager to join our growing team in Swakopmund. If you are passionate about helping clients achieve financial success, building long-term relationships, and delivering sophisticated wealth solutions, we would like to hear from you.

The Opportunity

As a Wealth Manager, you will serve as a trusted adviser to high-income and affluent clients, providing holistic financial planning and wealth management solutions tailored to their unique goals and circumstances.

You will work closely with clients to help them grow, protect, and preserve their wealth through strategic advice across investments, retirement planning, estate planning, risk management and wealth structuring.

This is an opportunity to build a rewarding career within a dynamic, client-centric environment that values accountability, honesty, integrity and excellence.

Are you someone who can:

• Client Relationship Management:
  • Build, manage, grow and maintain a portfolio of clients in our segment.
  • Develop trusted, long-term relationships through regular communication, proactive engagement and exceptional service.
  • Identify opportunities to deepen client relationships and expand assets under management.
• Financial Planning & Wealth Advisory:
  • Provide comprehensive holistic financial advice aligned with client’s goals, needs, risk profiles and investment horizons.
  • Design and implement tailored wealth management strategies.
  • Advise on investment and portfolio construction, wealth management and preservation solutions, retirement planning, estate planning, fiduciary services and risk protection.
• Portfolio Management:
  • Conduct regular portfolio reviews and recommend appropriate adjustments.
  • Monitor market developments and assess the impact on client portfolios.
  • Ensure investment strategies remain aligned with changing client circumstances and objectives.
• Business Development:
  • Generate new business through networking, referrals, professional partnerships, and client introductions.
  • Identify and pursue opportunities for portfolio growth and revenue generation.
  • Actively contribute to the growth and the success of the Swakopmund practice.
• Governance & Compliance:
  • Maintain the highest standards of ethics, professionalism and client care.
  • Adhere to all regulatory, compliance, fiduciary and internal governance requirements.
  • Maintain accurate records, documentation and audit trails.

You will be an ideal candidate if you have:

• Degree in Finance, Investment Management, Business, or a related field.
• Relevant NAMFISA accreditation and regulatory certification.
• CFP ®, Postgraduate Diploma in Financial Planning, or equivalent will be an advantage.
• Valid driver's license and own transport.
• 5-7 years’ experience and ability to apply knowledge of Wealth Management, Portfolio Construction, Financial Advisory and Asset Management
• Provent track-record of building and maintaining client relationships.
• German fluency would be an advantage

Knowledge & Expertise:

• Investment management and portfolio construction and ability to demonstrate it in an interview.
• Financial planning and wealth structuring.
• Estate and succession planning.
• Fiduciary services and risk management solutions.
• Regulatory and compliance requirements within a financial advisory environment.
• Economic and market trends affecting wealth preservation and growth.

Technical Skills

• Wealth and Financial Planning Advisory.
• Investment Product Knowledge and Portfolio Construction.
• Estate Planning and Wealth Structuring.
• Client Needs Analysis and Financial Modelling.
• Portfolio Performance Monitoring and Optimisation.
• Regulatory Compliance and Fiduciary Standards.
• Cross-Sell and Advisory Sales Enablement.
• Market and Economic Analysis in an advisory environment.

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.

12/09/26