Senior Wealth Advisor - HNWI Planning & Growth

The Recruitment Council; Cape Town; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A reputable financial advisory services firm is seeking a Senior Wealth Advisor to manage a portfolio of high-net-worth clients. This role requires strong financial expertise and relationship management. The ideal candidate will have at least 5 years of experience in the investment and insurance sectors, preferably with a CFP qualification. The position emphasizes proactive client management and adherence to compliance requirements.

Qualifications

• At least 5 years of experience in investment and insurance sectors.
• Ability to independently manage a practice within the business.
• Proven track record in managing funds under advice (FUA).

Responsibilities

• Develop a portfolio of high-net-worth clients through networking.
• Provide comprehensive wealth and estate planning services.
• Ensure adherence to mandates and compliance requirements.

Skills

Networking

Communication skills

Analytical skills

Time management

Education

Matric (Grade 12)

Certified Financial Planner (CFP) qualification

Job description

A reputable financial advisory services firm is seeking a Senior Wealth Advisor to manage a portfolio of high-net-worth clients. This role requires strong financial expertise and relationship management. The ideal candidate will have at least 5 years of experience in the investment and insurance sectors, preferably with a CFP qualification. The position emphasizes proactive client management and adherence to compliance requirements.