Salaried Wealth Advisor | Cape Town

The Recruitment Council; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a dynamic Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This exciting role involves providing tailored wealth planning services, focusing on investments and risk management, while ensuring compliance with regulatory requirements. The ideal candidate will have strong investment knowledge, excellent communication skills, and a proactive approach to client management. If you are passionate about financial planning and eager to make a significant impact in a thriving business environment, this opportunity is perfect for you.

Qualifications

• Minimum of Matric with CFP designation preferred.
• 3+ years of experience in investment and insurance sectors.

Responsibilities

• Provide tailored wealth planning services focusing on investments and risk.
• Acquire and manage a portfolio of high-net-worth clients.

Skills

Investment knowledge

Product 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:

• Matric (CFP designation preferred).

Experience:

• At least 3 years in investment and insurance sectors.

Skills:

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