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.

Job Summary

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

Key Responsibilities

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.

Requirements

Degree in Finance, Investment Management, Business, or a related field.
Relevant NAMFISA accreditation and regulatory certification.
CFP (R), 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

How to Apply

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

Job Code: R52923

Frequently Asked Questions

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

A bachelor’s degree in finance, accounting, economics, or business administration is commonly required, often supplemented by professional certifications such as the CISI Diploma in Wealth Management or the CFP® (Certified Financial Planner) designation registered with the Namibian Financial Institutions Supervisory Authority (NAMFISA). Local employers also value familiarity with Namibian tax law, retirement fund regulations (e.g., Pension Funds Act), and compliance under the Financial Institutions Act.

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

Daily responsibilities include meeting with high-net-worth clients—often in Windhoek or regional centres—to review investment portfolios, assess risk tolerance, and recommend tailored financial strategies aligned with Namibian market conditions and regulatory requirements. You’ll also prepare financial plans compliant with NAMFISA guidelines, liaise with local banks and pension fund administrators, and maintain detailed client records in line with the Protection of Personal Information Act (POPIA)-aligned data practices.

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

Namibian financial services firms place strong emphasis on relationship-based client engagement, cultural sensitivity, and bilingual communication (English plus Afrikaans or Oshiwambo in many cases), especially when advising clients across diverse communities. Punctuality, formal dress codes, and adherence to hierarchical reporting structures are widely expected, and employers value candidates who demonstrate awareness of local economic realities—such as currency volatility and informal sector income patterns.

What realistic career progression paths exist for Wealth Managers in Namibia?

Entry-level roles often begin as Junior Wealth Advisor or Financial Consultant, progressing to Senior Wealth Manager after 3–5 years of proven client acquisition and portfolio performance. With experience and NAMFISA licensing, professionals may advance to Head of Wealth Management, join executive leadership teams, or establish independent advisory practices—subject to full registration with NAMFISA and compliance with the Financial Advisory and Intermediary Services (FAIS) equivalent framework in Namibia.

What benefits can I expect from a Wealth Management role in Namibia, such as leave, medical aid, or pension?

Standard benefits include 20–25 days of annual leave, mandatory Namibian pension contributions via the Government Employees Pension Fund (GEPF) for public sector roles—or private retirement annuities for private firms—and group medical aid schemes accredited by the Namibian Medical Aid Scheme Council (NAMASC). Employers often provide additional perks like professional development allowances for NAMFISA-mandated CPD and transport or housing allowances, particularly in urban centres.

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

Applications are typically submitted via email or LinkedIn with a Namibian CV highlighting NAMFISA-related compliance experience, local client engagement history, and evidence of ongoing CPD. Employers prioritise candidates with valid NAMFISA registration (or eligibility), strong references from local financial institutions, and demonstrated knowledge of Namibian tax frameworks, exchange control rules, and financial inclusion initiatives such as the National Financial Inclusion Framework.