Senior Wealth Advisor: Strategic Planning & Risk

UniversityInfo; South Africa; Presencial; ZAR 420 000 - 540 000; Tempo integral

Resumo da oferta

Discovery Ltd in South Africa seeks a Wealth Advisor at a senior level to provide reporting, strategic advice and risk management to guide decision-making for clients across all provinces.

The role emphasizes strong communication, teamwork and client service excellence, with opportunities to contribute to reporting processes. Interviews & tests may be online or in person, ensuring rigorous selection and onboarding.

Qualificações

• Strong communication skills
• Willingness to work overtime or shifts
• Ability to follow instructions
• Proof of references or recommendation letters
• Willingness to learn new skills

Responsabilidades

• Teamwork and reporting responsibilities
• Customer service and advisory duties
• Problem-solving when issues arise
• Completing assigned tasks on time
• Attending meetings and training sessions

Conhecimentos

Wealth advisory

Teamwork

Communication

Risk management

Analytical ability

Descrição da oferta de emprego

Discovery Ltd in South Africa seeks a Wealth Advisor at a senior level to provide reporting, strategic advice and risk management to guide decision-making for clients across all provinces.

The role emphasizes strong communication, teamwork and client service excellence, with opportunities to contribute to reporting processes. Interviews & tests may be online or in person, ensuring rigorous selection and onboarding.