Senior Financial Advisor: High-Value Clients & Investments

Trades Workforce Solutions; City of Johannesburg Metropolitan Municipality; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm is seeking a Financial Advisor to provide specialized financial advice on investments and short-term insurance. The ideal candidate will have extensive experience servicing high-net-worth clients and a strong capability in document management. A relevant qualification is essential, along with proven sales optimization skills. This position offers a chance to develop meaningful client relationships and achieve targets in a dynamic environment.

Qualifications

• 5–10 years Financial Advisor experience within short-term insurance and broader financial planning.
• Proven track record servicing high-net-worth clients.
• Experience in Investment Solutions.

Responsibilities

• Providing financial advice across Investments and Short-Term products.
• Engage, manage, and retain high-value clients.

Skills

Financial planning

Client onboarding

Document management

Sales optimization

Relationship development

Education

Matric / Relevant NQF5 qualification / RE5

Job description

A financial services firm is seeking a Financial Advisor to provide specialized financial advice on investments and short-term insurance. The ideal candidate will have extensive experience servicing high-net-worth clients and a strong capability in document management. A relevant qualification is essential, along with proven sales optimization skills. This position offers a chance to develop meaningful client relationships and achieve targets in a dynamic environment.