Advisory Partner

3 months ago


Johannesburg, South Africa The Recruitment Council Full time

Advisory Partner
Empowering Clients Through Strategic Financial Planning and Wealth Management

The Advisory Partner role is ideal for a seasoned financial professional who excels in relationship building, strategic financial advising, and business development. This position requires an individual skilled in guiding clients through a comprehensive range of financial solutions, fostering long-term client relationships, and managing investment portfolios effectively.

Job Purpose

The primary purpose of this role is to bring financial planning and investment solutions to a broad client base, engaging both prospective and existing clients with a commitment to personalized and ethical financial advice.

Reporting Line

Reports to the Regional Head of Advisory.

Key Relationships

The Advisory Partner collaborates closely with external clients, leads, portfolio managers, investment firms, banks, and various financial bodies to build and nurture valuable professional relationships.

Qualifications
  • Postgraduate Diploma in Financial Planning (CFP) or equivalent.
  • A relevant B.Com degree, CA, or LLB.
  • Regulatory exams and completion of Class of Business courses.
Experience
  • Minimum of 5 years in financial advisory or investment planning, with a proven record of client relationship management.
Core Competencies
  • Strong numerical aptitude and analytical thinking.
  • Influencing skills to engage clients and stakeholders.
  • Interpersonal understanding with effective communication and presentation skills.
  • Adaptability to changing financial landscapes and client needs.
  • Ability to mentor junior team members and convey complex financial concepts clearly.
Knowledge Areas
  • Deep understanding of global and domestic financial markets.
  • Proficiency in investment products, insurance, tax, estate planning, and retirement planning.
  • Awareness of economic trends and an ability to analyze their impacts on investment strategies.
Key Responsibilities
  • Client Relationship Building: Establish trusting relationships with new clients and maintain strong connections with existing clients.
  • Business Development: Actively seek new business opportunities and referrals, and support business inflows through client prospecting.
  • Financial Roadmap and Portfolio Management: Create tailored financial plans and oversee client portfolios to ensure goals are met, with bi-annual client meetings to discuss performance and adjustments.
  • Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
  • Compliance and Professional Development: Ensure clients align with industry standards, and stay updated on industry changes through training and networking.
Measures of Success
  • Contributing to business profitability through client acquisition, retention, and effective asset management.
  • Driving growth in assets under management (AUM) and net flows, with a focus on long-term client loyalty and portfolio performance.

This role is tailored for a results-driven, client-focused professional with a passion for helping clients achieve their financial goals while fostering a meaningful impact on their financial well-being.


  • Head of Advisory

    8 months ago


    Johannesburg, South Africa Edge Executive Search Full time

    **Company Overview**: Our client is a leading investment and advisory firm with offices in Johannesburg and London and specialise in providing comprehensive financial services and strategic guidance to clients worldwide, empowering them to achieve their business objectives and maximise value creation. With a focus on innovation, integrity, and client...


  • Johannesburg, South Africa Dentons Full time

    **Introduction** We have a unique opportunity for a Global Talent Advisory Lead to join us as we embark on the journey to create the IT Organization of the future at Dentons. The Global Talent Advisory Lead role is key to enhancing our people experience and delivering our people strategy. This role will lead the people strategy and talent management for...


  • Johannesburg, Gauteng, South Africa Curiska Full time

    Job Title: Operational Support and Advisory Consultant**Company Overview:**Curiska strives for operational excellence by fostering a culture of innovation, collaboration, and regulatory compliance. We are seeking an experienced Operational Support and Advisory Consultant to drive our initiatives forward.**Salary:** The estimated annual salary for this...

  • Programme Lead

    2 weeks ago


    Johannesburg, South Africa Allan Gray Orbis Foundation Full time

    **Purpose of Role**: To direct and oversee the Allan Gray Makers Business advisory services, which aims to support technical businesses for sustainable growth and increased employment opportunities for others by providing access to industry mentors, business coaches, finance & marketing experts, shared business services and spaces, access to networks,...

  • Programme Lead

    7 months ago


    Johannesburg, South Africa Allan and Gill Gray Philanthropy Full time

    **Purpose of Role**: To direct and oversee the Allan Gray Makers Business advisory services, which aims to support technical businesses for sustainable growth and increased employment opportunities for others by providing access to industry mentors, business coaches, finance & marketing experts, shared business services and spaces, access to networks,...


  • Johannesburg, South Africa FirstRand Full time

    Job Description Hello Future Co Head IFRS Technical and Advisory Services FirstRand believes that its people are its single most important resource and will not operate in a sector unless it has people who are right for that market and who share FirstRand’s business values. We recruit self-starters who have a passion for what they do. We empower them,...

  • Associate Partner

    1 week ago


    Johannesburg, South Africa People Solved Full time

    We are seeking competitive, skilled, experienced **Associate Partners** who have **mastered Project Management, People Leadership, and Client Management**, and who share our enthusiasm, passion, and drive for excellence in everything that we do. **KEY RESPONSIBILITIES WILL INCLUDE**: **Client Engagement responsibility**: The Associate Partner will own...

  • People Partner

    3 days ago


    Johannesburg, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary The...


  • Johannesburg, South Africa PSM Personnel Full time

    Senior Finance Business Partner Finance Johannesburg North-Gauteng Want to join a growing, dynamic high performance organisation that is ranked one of the best places to work for by the far in the pharmaceutical industry? Our client is seeking a Senior Finance Business Partner to provide planning and analytical support as well as financial advisory for...


  • Johannesburg, South Africa Network Recruitment Full time

    As a Finance Business Partner , you will play a critical role in supporting business operations with strategic financial insights. Your responsibilities will include budget management, financial forecasting, and providing decision-support analytics to drive profitability and growth. Youll collaborate closely with cross-functional teams to align financial...

  • Executive Partner

    7 months ago


    Johannesburg, South Africa Gartner Full time

    **Description**: **Executive Partner, Executive Programs (ExP) South Africa - Johannesburg** **About the role**: Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization serving over 8,500 CIOs and senior IT leaders...

  • Senior Consultant

    7 months ago


    Johannesburg, South Africa Visa Full time

    Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure...


  • Johannesburg, South Africa UBS Full time

    South Africa - Equities, Sales - Investment Bank **Job Reference #** - 279969BR **City** - Johannesburg **Job Type** - Full Time **Your role** - Do you have a track record in Equity and Cross-Asset sales? Are you looking an enthusiastic and extended growth experience, with a commensurate level of job engagement, satisfaction, and productivity? Do you...

  • Executive Partner

    3 months ago


    Johannesburg, South Africa Gartner Full time

    **Description**: **Executive Partner, Executive Programs (ExP) South Africa - Johannesburg** **About the role**: Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization serving over 8,500 CIOs and senior IT leaders...

  • HR People Partner

    7 months ago


    Johannesburg, South Africa Boston Scientific Corporation Full time

    **HR People Partner**: - Work mode: Hybrid- Onsite Location(s): Johannesburg, ZA**Additional Locations**: N/A **Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance** At Boston Scientific, we’ll give you the opportunity to harness all that’s within you by working in teams of diverse and high-performing employees,...


  • Johannesburg, South Africa Standard Bank of South Africa Limited Full time

    Business Partner, People & Culture, CIB Operations Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 To work independently and provide end-to-end People and Culture value chain business partner support for the Corporate and Investment Banking Operations portfolio, applying specialist knowledge...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Description:Role OverviewThe Finance Business Partner is a critical role that requires strategic financial insights to support business operations.Main Responsibilities:Develop, implement, and monitor financial plans to support business objectives and drive profitability.Provide actionable insights through financial modeling and data analysis to inform...


  • Johannesburg, South Africa Deka Minas (Pty) Ltd Full time

    The main purpose of this role is to partner with leadership to develop and implement/execute on the HR value chain that enables business objectives and goals and operationally execute on identified transformational initiatives and to take primary responsibility for providing a comprehensive, pro-active, and integrated people advisory and generalist service...


  • Johannesburg, South Africa Visa Full time

    **Company Description** Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and...


  • Johannesburg, South Africa Deka Minas (Pty) Ltd Full time

    **About the Job** The main purpose of this role is to partner with leadership to develop and implement/execute on the HR value chain that enables business objectives and goals and operationally execute on identified transformational initiatives and to take primary responsibility for providing a comprehensive, pro-active, and integrated people advisory and...