Wealth Strategy Advisor

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

Job summary

A leading financial institution in South Africa seeks a Private Wealth Advisor dedicated to providing exceptional client experiences and education on wealth management. The ideal candidate will have a relevant degree and 3-5 years of experience in financial planning or wealth management, with a track record of servicing and acquiring clients. Responsibilities include delivering tailored financial solutions and achieving sales targets. Engage within a dynamic team to drive change and deliver excellence in client service.

Qualifications

• 3-5 years’ experience as a Financial Advisor in investment or wealth management.
• Ability to match client needs with appropriate product solutions.
• Sound knowledge of Banking and Financial Services Regulatory requirements.

Responsibilities

• Provide financial solutions across an allocated portfolio.
• Achieve revenue and profit targets by growing client portfolio.
• Deliver excellence in customer service aligned to organizational values.

Skills

Financial Planning

Wealth Management

Client Relationship Management

Project Management

Knowledge of Financial Products

Understanding of Money Management Principles

Education

Relevant Degree in Finance, Economics or Accounting (CFP preferred)

Tools

Business-related Systems Knowledge

Job description

A leading financial institution in South Africa seeks a Private Wealth Advisor dedicated to providing exceptional client experiences and education on wealth management. The ideal candidate will have a relevant degree and 3-5 years of experience in financial planning or wealth management, with a track record of servicing and acquiring clients. Responsibilities include delivering tailored financial solutions and achieving sales targets. Engage within a dynamic team to drive change and deliver excellence in client service.