To provide personalised risk and investment advice to clients, ensuring full compliance with FIA & FIMA regulations and consistently applying the Pointbreak Advisory Framework.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.

Job Summary

Type: full-time
Location: Windhoek
Category: Financial Services
Closing Date: 2026-09-12

Key Responsibilities

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.

Requirements

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(R), 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.

How to Apply

To apply, please visit: firstrand.wd3.myworkdayjobs.com

Job Code: R52924

Frequently Asked Questions

What qualifications and certifications are typically required to become a Wealth Advisor in Namibia?

A bachelor’s degree in finance, accounting, economics, or a related field is commonly required, and many employers prefer candidates with the Namibian Financial Sector Regulation (FSR) Act compliance training. The Namibian Financial Institutions Supervisory Authority (NAMFISA) registration as a financial services provider is mandatory, and certifications like the CISI Diploma in Wealth Management or local NAMFISA-accredited short courses are highly valued.

What does a typical day look like for a Wealth Advisor working in Namibia?

Daily tasks include meeting clients—often in Windhoek or regional centres—to assess financial goals, reviewing investment portfolios, and preparing tailored retirement or estate planning recommendations aligned with Namibian tax and regulatory frameworks. Advisors also complete NAMFISA-mandated record-keeping, submit client suitability reports, and attend ongoing compliance training required under the FSR Act.

How does the work culture and professional expectations for Wealth Advisors differ in Namibia compared to other countries?

Namibian financial services firms emphasise relationship-based advising, where trust-building through face-to-face engagement and cultural awareness—especially across diverse language and ethnic groups—is critical. Punctuality, formal communication, and adherence to NAMFISA’s ethical guidelines are non-negotiable, and advisors are expected to demonstrate deep familiarity with local instruments like Namibian government bonds and pension fund regulations.

What realistic career progression paths exist for Wealth Advisors in Namibia’s financial sector?

Entry-level advisors often progress to Senior Wealth Advisor or Portfolio Manager roles after 3–5 years of NAMFISA-compliant experience and continued professional development. With strong performance and leadership aptitude, some advance into branch management, compliance oversight, or specialist roles such as retirement fund consulting—particularly as Namibia’s private pension market expands under the Pension Funds Act.

What benefits can a Wealth Advisor typically expect from employers in Namibia?

Standard benefits include 22 days’ annual leave, medical aid coverage (often via providers like MTC Health or NamHealth), and employer contributions to a registered pension or provident fund compliant with the Namibian Pension Funds Act. Some firms offer additional perks like professional development allowances or NAMFISA exam fee reimbursements, though these vary by employer size and policy.

How should I apply for a Wealth Advisor role in Namibia, and what do employers specifically look for?

Applications are usually submitted via email or company portals with a Namibian CV, certified academic and professional certificates, and proof of NAMFISA registration eligibility. Employers prioritise candidates with demonstrable client-facing experience in Namibia or SADC markets, fluency in English plus at least one local language (e.g., Oshiwambo or Afrikaans), and a clean disciplinary record with NAMFISA or previous employers.