Wealth & Insurance Advisor for HNW Clients

Standard Bank Group; Roodepoort; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial service provider in South Africa seeks an experienced professional to manage a portfolio of high value clients in Wealth Management. The successful candidate will provide tailored financial advice on short-term insurance to enhance client relationships and drive profitability. Candidates must have extensive experience in financial services and insurance management, ideally 8-10 years in relevant roles.

Qualifications

• 8-10 years of experience in financial services, specifically Wealth Management.
• 5-10 years experience in Short-term Insurance sales, underwriting, and portfolio management.

Responsibilities

• Accountable for a portfolio of high value and ultra high value clients.
• Provide bespoke financial advice regarding short-term insurance.
• Maximize the value of business relationships.

Skills

Business Development

Wealth Management

Sales Experience

Financial Planning

Investment Experience

Organizational skills

Securities Law

Estate Law

Trusts

Financial Services

Education

First Degree in Business Commerce

Post Graduate Degree in Business Commerce

Job description

A leading financial service provider in South Africa seeks an experienced professional to manage a portfolio of high value clients in Wealth Management. The successful candidate will provide tailored financial advice on short-term insurance to enhance client relationships and drive profitability. Candidates must have extensive experience in financial services and insurance management, ideally 8-10 years in relevant roles.