Wealth Growth Partner for Financial Advisers

The Recruitment Council; Wes-Kaap; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

A leading financial services group in South Africa is seeking a dynamic Wealth Specialist to enhance client centricity and implement their wealth management solutions. The ideal candidate should possess a degree in investments or financial planning and have 5-8 years of experience in the financial services sector. Responsibilities include managing partnerships, facilitating investment advice, and educating advisers on market trends. This role offers the chance to significantly impact adviser and client growth within the wealth management value chain.

Qualifications

• Degree in investments or completed qualification related to financial planning (min 120 credits NQF6).
• 5-8 years of experience in financial services, specifically in asset wealth management.
• Strong knowledge of investment and wealth management in South Africa and internationally.

Responsibilities

• Implement the Wealth Management value proposition across financial planning practices.
• Drive the adoption of the investment philosophy to empower advisers.
• Manage strategic partnerships with internal divisions for full wealth offering.
• Facilitate the investment advice process for financial advisers.

Skills

Investment strategies

Financial planning

Market trends analysis

Retirement planning

Estate planning

Tax optimization

Education

Degree in investments or financial planning

Certified Financial Planner (CFP)

Job description

A leading financial services group in South Africa is seeking a dynamic Wealth Specialist to enhance client centricity and implement their wealth management solutions. The ideal candidate should possess a degree in investments or financial planning and have 5-8 years of experience in the financial services sector. Responsibilities include managing partnerships, facilitating investment advice, and educating advisers on market trends. This role offers the chance to significantly impact adviser and client growth within the wealth management value chain.