Elite HNWI Wealth Advisor with Central Leads

Stor-Age Property REIT Limited; Cape Town; On-site; ZAR 600,000 - 1,100,000; Full time

Job summary

Stor-Age Property REIT Limited in Cape Town is seeking a mid-level Financial Advisor / Wealth Manager to build relationships with high-net-worth clients and manage portfolios from R2 million to R10 million+. This in-office role includes a centralized lead engine and support from an operations team.

You will conduct remote and in-person consultations, onboard clients, deliver holistic financial planning using top platforms, and collaborate with outsourced partners to generate additional revenue.

Qualifications

• Business-level Afrikaans essential.
• Mid-level experience with advisory conversations for high-net-worth individuals.
• Familiar with modern financial tech stacks, MS Teams, and CRM systems.
• Relevant financial planning qualification or degree; CFP designation advantageous.
• Based in or willing to commute daily to Cape Town office.

Responsibilities

• Conduct remote and in-person consultations with pre-qualified high-net-worth clients to assess goals and advise strategies.
• Onboard and manage portfolios ranging from R2 million to over R10 million.
• Deliver holistic financial planning via top platforms (Allan Gray, Old Mutual Wealth).
• Oversee risk product requirements through outsourced partners to generate additional revenue streams.
• Utilize CRM to streamline onboarding and ensure compliance.

Skills

Afrikaans fluency

HNW client handling

CRM proficiency

Education

Relevant financial planning qualification or degree

CFP designation advantageous

Tools

MS Teams

CRM systems

Job description

Stor-Age Property REIT Limited in Cape Town is seeking a mid-level Financial Advisor / Wealth Manager to build relationships with high-net-worth clients and manage portfolios from R2 million to R10 million+. This in-office role includes a centralized lead engine and support from an operations team.

You will conduct remote and in-person consultations, onboard clients, deliver holistic financial planning using top platforms, and collaborate with outsourced partners to generate additional revenue.