Senior Wealth Advisor - HNWI Planning & Growth

The Recruitment Council; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A reputable financial advisory firm is seeking a Senior Wealth Advisor in Durban to build and manage a high-net-worth client portfolio. The role requires a blend of financial expertise and relationship management skills, with at least 5 years of experience in investment and insurance sectors. The ideal candidate will have strong client service focus and excellent communication skills, along with a preference for CFP qualification.

Qualifications

• Minimum 5 years of experience in investment and insurance sectors.
• Proven track record in managing funds under advice (FUA).
• Strong network in the Western Cape/Stellenbosch area preferred.

Responsibilities

• Develop a portfolio of high-net-worth clients through networking.
• Provide wealth and estate planning services.
• Conduct regular review meetings with clients.

Skills

Investment knowledge

Client relationship management

Communication skills

Time management

Analytical skills

Education

Matric (Grade 12)

Certified Financial Planner (CFP) qualification

Job description

A reputable financial advisory firm is seeking a Senior Wealth Advisor in Durban to build and manage a high-net-worth client portfolio. The role requires a blend of financial expertise and relationship management skills, with at least 5 years of experience in investment and insurance sectors. The ideal candidate will have strong client service focus and excellent communication skills, along with a preference for CFP qualification.