Salaried Wealth Advisor | Stellenbosch

The Recruitment Council; Stellenbosch; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have a proactive approach and a strong background in investment and insurance, this opportunity offers a chance to make a significant impact in the financial planning landscape.

Qualifications

• Minimum 3 years experience in investment and insurance sectors.
• Matric required; CFP designation preferred.

Responsibilities

• Provide tailored wealth planning services focusing on investments and risk.
• Manage a portfolio of high-net-worth clients through relationship-building.

Skills

Investment Knowledge

Communication Skills

Time Management

Financial Practice Management

Client-Focused Approach

Regulatory Compliance Knowledge

Analytical Skills

Education

Matric

CFP Designation

Job description

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business.

Key Responsibilities:

1. Provide tailored wealth planning services, with a focus on investments, risk, business, and fiduciary matters.
2. Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
3. Conduct regular client reviews, ensuring alignment with their evolving financial needs.
4. Adhere to compliance and mandate requirements.
5. Collaborate across business divisions to enhance client services.
6. Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.

Qualifications:

1. Matric (CFP designation preferred).

Experience:

1. At least 3 years in investment and insurance sectors.

Skills:

1. Strong investment and product knowledge.
2. Excellent communication and time management.
3. Ability to manage a financial practice within a larger business.
4. Resourceful, client-focused, and highly proactive.
5. Familiar with regulatory and compliance requirements.
6. Strong analytical skills and FUA management track record.