Senior Wealth Planner for High-Net-Worth Clients

The Recruitment Council; Stellenbosch; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have a proactive approach and a strong background in investment and insurance, this opportunity offers a chance to make a significant impact in the financial planning landscape.

Qualifications

• Minimum 3 years experience in investment and insurance sectors.
• Matric required; CFP designation preferred.

Responsibilities

• Provide tailored wealth planning services focusing on investments and risk.
• Manage a portfolio of high-net-worth clients through relationship-building.

Skills

Investment 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 looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have a proactive approach and a strong background in investment and insurance, this opportunity offers a chance to make a significant impact in the financial planning landscape.