Senior Wealth Advisor & Portfolio Strategist

SavageOne Pty Ltd; Johannesburg; Hybrid; ZAR 600 000 - 900 000; Full time

Job summary

A financial services firm is seeking a Senior Financial Advisor in Johannesburg to deliver exceptional financial guidance to high-net-worth clients. The ideal candidate will develop customized financial strategies and maintain strong client relationships. Required qualifications include a bachelor's degree in a relevant field and proven experience in financial advisory roles. This position offers a competitive commission structure and opportunities for career growth.

Benefits

Competitive commission structure

Elite training & development

Flexible work environment

Qualifications

• Proven track record of exceeding sales and performance targets.
• Extensive experience as a Financial Advisor, managing complex portfolios.
• Strong knowledge of advanced financial products and investment planning.

Responsibilities

• Engage with affluent clients to assess their financial needs and goals.
• Develop and implement comprehensive financial strategies.
• Regularly review and refine client portfolios for market shifts.

Skills

Analytical abilities

Communication skills

Relationship building

Education

Bachelor's degree in Finance, Economics, Accounting, or a related field

Tools

Financial planning tools and software

Job description

A financial services firm is seeking a Senior Financial Advisor in Johannesburg to deliver exceptional financial guidance to high-net-worth clients. The ideal candidate will develop customized financial strategies and maintain strong client relationships. Required qualifications include a bachelor's degree in a relevant field and proven experience in financial advisory roles. This position offers a competitive commission structure and opportunities for career growth.