Senior Wealth Planner for High-Net-Worth Clients

The Recruitment Council; Durban; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a dynamic Wealth Advisor to enhance their financial planning practice. This role is pivotal in managing and growing a portfolio of high-net-worth clients, requiring strong investment knowledge and excellent relationship management skills. You'll provide tailored wealth planning services, conduct regular client reviews, and ensure compliance with regulatory requirements. Join a collaborative environment where your proactive approach will drive client satisfaction and business efficiency. If you are passionate about wealth management and client success, this opportunity is perfect for you.

Qualifications

• Matric is essential; CFP designation is preferred.
• 3+ years in investment and insurance sectors required.

Responsibilities

• Provide tailored wealth planning services focusing on investments and risk.
• Acquire and manage high-net-worth client portfolios.

Skills

Investment knowledge

Product knowledge

Communication skills

Time management

Financial practice management

Client-focused approach

Regulatory compliance knowledge

Analytical skills

Education

Matric

CFP designation

Job description

An established industry player is seeking a dynamic Wealth Advisor to enhance their financial planning practice. This role is pivotal in managing and growing a portfolio of high-net-worth clients, requiring strong investment knowledge and excellent relationship management skills. You'll provide tailored wealth planning services, conduct regular client reviews, and ensure compliance with regulatory requirements. Join a collaborative environment where your proactive approach will drive client satisfaction and business efficiency. If you are passionate about wealth management and client success, this opportunity is perfect for you.