Wealth Advisor | Cape Town

The Recruitment Council; Cape Town; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A reputable financial advisory services firm is seeking a Senior Wealth Advisor to manage a portfolio of high-net-worth clients. This role requires strong financial expertise and relationship management. The ideal candidate will have at least 5 years of experience in the investment and insurance sectors, preferably with a CFP qualification. The position emphasizes proactive client management and adherence to compliance requirements.

Qualifications

• At least 5 years of experience in investment and insurance sectors.
• Ability to independently manage a practice within the business.
• Proven track record in managing funds under advice (FUA).

Responsibilities

• Develop a portfolio of high-net-worth clients through networking.
• Provide comprehensive wealth and estate planning services.
• Ensure adherence to mandates and compliance requirements.

Skills

Networking

Communication skills

Analytical skills

Time management

Education

Matric (Grade 12)

Certified Financial Planner (CFP) qualification

Job description

Overview

A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients.

Key Responsibilities

• Develop a portfolio of high-net-worth clients through networking and relationship-building
• Provide comprehensive wealth and estate planning services, focusing on investments, risk management, business planning, and fiduciary duties
• Ensure adherence to mandates and compliance requirements
• Manage client needs proactively through effective CRM management
• Conduct regular review meetings with clients
• Follow practice management principles for effective business management (segmentation, servicing, etc.)
• Oversee revenue and commission management
• Build relationships across divisions and contribute to growing the company profile, particularly in Stellenbosch

Skills and Qualifications

• Matric (Grade 12)
• Preference for Certified Financial Planner (CFP) qualification
• At least 5 years of experience in investment and insurance sectors
• Strong network, preferably in the Western Cape/Stellenbosch area
• Capability to independently manage a practice within the business
• In-depth knowledge of investment products and financial planning
• Strong client service focus with excellent communication skills
• Resourceful, proactive, and excellent at time management and prioritization
• Proven track record in managing funds under advice (FUA)
• Solid analytical skills and understanding of legal and regulatory requirements