Wealth Advisor | Stellenbosch

The Recruitment Council; Stellenbosch; On-site; ZAR 400,000 - 800,000; Full time

Job summary

An established industry player is searching for a Senior Wealth Advisor to cultivate and manage a portfolio of high-net-worth clients. This dynamic role blends financial expertise with relationship management, emphasizing personalized service and adherence to compliance. The ideal candidate will have a strong network in the Western Cape, particularly Stellenbosch, and will be responsible for developing client relationships, providing wealth and estate planning services, and managing client needs proactively. Join a reputable firm that values commitment and excellence in client service, and take your career to the next level.

Qualifications

• 5+ years in investment and insurance sectors with a strong client service focus.
• Proven ability to manage a practice independently and maintain compliance.

Responsibilities

• Develop and manage a portfolio of high-net-worth clients through networking.
• Provide comprehensive wealth planning services and ensure compliance.

Skills

Client Service Focus

Communication Skills

Time Management

Analytical Skills

Networking

Investment Knowledge

Education

Matric (Grade 12)

Certified Financial Planner (CFP)

Job description

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