Senior Wealth Advisor for High-Net-Worth Clients

SavageOne Pty Ltd; Johannesburg; Presencial; ZAR 600.000 - 1.200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive commission structure

Elite training & development

Career growth

Flexible work environment

Supportive culture

Descripción de la vacante

SavageOne Pty Ltd is seeking a Senior Financial Advisor to lead bespoke wealth strategies for high-net-worth individuals and businesses. You will work directly with senior clients to craft tailored plans, managing both wealth and legacy with precision.

This is a leadership-forward role focused on delivering exceptional service and strategic insight. In this position you will develop investment portfolios, optimize tax efficiency, and coordinate estate and retirement planning.

Formación

• Proven track record of meeting/exceeding targets in last 12 months.
• Bachelor’s degree in Finance, Economics, Accounting or related field.
• CFP, RE5 or equivalent (preferred).
• Extensive experience as a Financial Advisor handling complex portfolios.
• Strong knowledge of advanced financial products, wealth management strategies, tax regulations and investment planning.
• Exceptional analytical abilities, communication skills, and ability to simplify complex financial concepts for clients.
• Proven ability to build long-term, trust-based client relationships.
• Familiarity with financial planning tools and software.

Responsabilidades

• Engage with affluent clients to assess their financial needs, goals, and risk profiles.
• Develop and implement comprehensive financial strategies, including investment portfolios, tax efficiency, estate planning, insurance, and retirement planning.
• Provide expert guidance on wealth management and optimization, navigating complex market conditions with confidence.
• Regularly review and refine client portfolios, adapting to evolving financial goals and market shifts.
• Stay at the forefront of market trends, regulatory changes, and emerging financial products.
• Build and nurture long‑term client relationships, ensuring exceptional service and ongoing trust.
• Collaborate with internal teams to offer integrated, holistic financial solutions.
• Maintain rigorous compliance with industry standards and regulations.

Conocimientos

Client relationship building

Analytical skills

Communication

Simplifying complex concepts

Educación

Bachelor's degree in Finance or related field

Herramientas

Financial planning software

Descripción del empleo

SavageOne Pty Ltd is seeking a Senior Financial Advisor to lead bespoke wealth strategies for high-net-worth individuals and businesses. You will work directly with senior clients to craft tailored plans, managing both wealth and legacy with precision.

This is a leadership-forward role focused on delivering exceptional service and strategic insight. In this position you will develop investment portfolios, optimize tax efficiency, and coordinate estate and retirement planning.