Senior Private Wealth Advisor for UHNW Growth

Status Staffing; Durban; On-site; ZAR 500,000 - 800,000; Full time

Job summary

Status Staffing is seeking an experienced Private Client Wealth Manager to join their team in Durban. The ideal candidate will have 5–10 years of experience in wealth management and a thorough understanding of financial and estate planning.

This role involves acquiring new clients, servicing existing high-net-worth clients, and ensuring compliance with financial regulations. Successful candidates should hold relevant qualifications and demonstrate strong communication skills in both English and Afrikaans.

Qualifications

• 5–10 years’ experience as a Private Client Wealth Manager.
• Proficient in Microsoft Office and tech-savvy.
• Valid driver’s license and fluent in English and Afrikaans.

Responsibilities

• Acquire new private clients and manage their lump sum investments.
• Develop a pipeline of new business from professional networks.
• Service existing clients according to company standards.
• Ensure compliance with regulatory requirements.

Skills

Private Client Wealth Management

Investment Advisory

Financial Planning

Estate Planning

Microsoft Office

Communication Skills

Education

BCom or equivalent

Postgraduate Diploma in Financial Planning

Grade 12 (Matric)

Job description

Status Staffing is seeking an experienced Private Client Wealth Manager to join their team in Durban. The ideal candidate will have 5–10 years of experience in wealth management and a thorough understanding of financial and estate planning.

This role involves acquiring new clients, servicing existing high-net-worth clients, and ensuring compliance with financial regulations. Successful candidates should hold relevant qualifications and demonstrate strong communication skills in both English and Afrikaans.