Wealth Advisor for Private Clients & Offshore Investing

ARVO; Cape Town; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

ARVO in Somerset West, Western Cape, is seeking a Wealth Advisor to join our boutique private wealth practice. You will service and grow an established book of private clients, prepare client reviews, build financial plans and investment proposals, and own the follow-through on every action from a client meeting.

You will progressively take ownership of client relationships, with 3–6 years’ wealth management experience, RE5 and FAIS fit-and-proper, and CFP qualification (or in progress).

Qualifications

• 3–6 years in wealth management or private banking.
• RE5 and FAIS fit-and-proper status.
• CFP qualification or progress with a clear timeline.
• Degree in finance-related field.

Responsibilities

• Prepare for and attend client reviews with the Principal Wealth Manager.
• Build financial plans and investment proposals and records of advice.
• Own follow-through on actions from client meetings.
• Develop and manage relationships for an allocated panel of clients.

Skills

Wealth management experience

FAIS knowledge

RE5 compliance

Client relationship management

Education

BCom Financial Planning

PG Dip Financial Planning

CFP qualification

Job description

ARVO in Somerset West, Western Cape, is seeking a Wealth Advisor to join our boutique private wealth practice. You will service and grow an established book of private clients, prepare client reviews, build financial plans and investment proposals, and own the follow-through on every action from a client meeting.

You will progressively take ownership of client relationships, with 3–6 years’ wealth management experience, RE5 and FAIS fit-and-proper, and CFP qualification (or in progress).