Discovery Ltd - Wealth Advisor

UniversityInfo; South Africa; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Discovery Ltd in South Africa seeks a Wealth Advisor at a senior level to provide reporting, strategic advice and risk management to guide decision-making for clients across all provinces.

The role emphasizes strong communication, teamwork and client service excellence, with opportunities to contribute to reporting processes. Interviews & tests may be online or in person, ensuring rigorous selection and onboarding.

Qualifications

• Strong communication skills
• Willingness to work overtime or shifts
• Ability to follow instructions
• Proof of references or recommendation letters
• Willingness to learn new skills

Responsibilities

• Teamwork and reporting responsibilities
• Customer service and advisory duties
• Problem-solving when issues arise
• Completing assigned tasks on time
• Attending meetings and training sessions

Skills

Wealth advisory

Teamwork

Communication

Risk management

Analytical ability

Job description

Discovery Ltd - Wealth Advisor x4 | Senior Level

Employees are expected to provide accurate reporting, strategic advice, and risk management to guide decision-making.

Published: 06 October 2026

Overview

Position: Wealth Advisor
Province: All Provinces
Experience: 4 years
Posted: 06 October 2026
Expires: 12 October 2026

About the company

Discovery is a South African financial services group specializing in health insurance, life insurance, and wellness programmes.

Eligibility Criteria

Applicants must meet minimum education, experience, and eligibility standards to qualify for roles.

• Strong communication skills
• Willingness to work overtime or shifts
• Ability to follow instructions
• Proof of references or recommendation letters
• Willingness to learn new skills

Documents

Cover letters highlight motivation and help employers understand career goals.

• Reference letters
• Passport photo
• Curriculum Vitae (CV)
• Proof of residence
• Certified ID copy

Duties and Responsibilities

Job duties often include teamwork, reporting, and customer service responsibilities.

• Problem-solving when issues arise
• Completing assigned tasks on time
• Supporting colleagues when needed
• Managing schedules or deadlines
• Attending meetings and training sessions

Required Skills

Strong communication and teamwork skills help employees collaborate effectively.

• Creativity and innovation
• Problem-solving
• Basic numeracy and analytical ability
• Self-motivation
• Adaptability and flexibility

Please note

Interviews & Tests - Selected candidates may attend one or more interviews, online or in person, and sometimes complete skills tests.