Wealth Strategy Advisor

FNB South Africa; George; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading South African bank is seeking a Private Wealth Advisor to provide financial solutions and manage a portfolio of clients. The ideal candidate will have a degree in Finance, Economics, or Accounting, along with 3 to 5 years of experience as a Financial Advisor. Responsibilities include conducting client reviews, identifying growth opportunities, and delivering outstanding customer service. Knowledge of investment and wealth management is essential. This role is based in George, Western Cape and supports the recruitment of individuals with disabilities.

Qualifications

• 3 to 5 years’ experience as a Financial Advisor in a client-facing environment.
• Full understanding of money management principles.
• Proven track record in servicing a portfolio of clients.

Responsibilities

• Provide appropriate banking and financial solutions to clients.
• Conduct client reviews and market financial services solutions.
• Identify fiduciary opportunities and advise on client philanthropy.

Skills

Investment knowledge

Financial Planning

Client relationship management

Project management skills

Knowledge of global financial markets

Wealth management knowledge

Education

Relevant Degree in Finance, Economics or Accounting

Job description

A leading South African bank is seeking a Private Wealth Advisor to provide financial solutions and manage a portfolio of clients. The ideal candidate will have a degree in Finance, Economics, or Accounting, along with 3 to 5 years of experience as a Financial Advisor. Responsibilities include conducting client reviews, identifying growth opportunities, and delivering outstanding customer service. Knowledge of investment and wealth management is essential. This role is based in George, Western Cape and supports the recruitment of individuals with disabilities.