Wealth Advisor

6 months ago

Stellenbosch, South Africa Secondments Recruitment Full time

**Job Advert Summary**:
The company Financial Advisory Services is looking for a salaried Wealth Advisor / Representative to acquire and manage a portfolio of high-net-worth clients.

**Minimum Requirements**:
SKILLS/PERSONAL ATTRIBUTES REQUIRED
- Matric
- Preference to Certified Financial Planner (CFP) designation/qualification
- Minimum 5 years investment and insurance experience
- Well networked, preferably in the Western-Cape/Stellenbosch
- Ability to run own practice within the business
- Excellent investment and product knowledge
- Extremely client/service orientated
- Resourceful and pro-active
- Excellent time management and prioritization abilities
- Track record and good FUA management
- Strong analytical skills
- Excellent communicator
- Legal and regulatory knowledge and technical ability

**Duties and Responsibilities**:
KEY AREAS OF RESPONSIBILITY
- Wealth & estate planning
- Acquisition and management of a portfolio of high net worth clients
- Managing a financial planning practice within the business

DESCRIPTION OF TASKS
- Acquire new clients through internal and external relationship building
- Manage pipeline and workflow to acquire and retain clients
- Servicing of new and existing clients
- Comprehensive wealth planning to clients - investment focused, but also extending to risk, business, fiduciary, etc.
- Ensure mandate adherence and compliance requirements are met
- Conduct review meetings with clients as per mandates
- Review and respond to clients changing needs and financial circumstances on a proactive basis, through good CRM management
- Subscribe to practice management principles of the business to ensure good business management practices i.e. segmentation, servicing, etc.
- Manage revenue and commissions
- Ability to build relationships across other divisions
- Build the profile of the company, specially at the Stellenbosch branch

  • Wealth Advisor

    1 month ago

    Stellenbosch, South Africa Network Recruitment Full time

    Are you an experienced wealth professional with a knack for building strong client relationships and a deep understanding of financial planning? We are looking for a skilled Wealth Advisor to join our team, offering high-net-worth clients exceptional wealth and estate planning services. If you're ready to manage a growing portfolio, deliver comprehensive...

  • Wealth Advisor

    6 months ago

    Stellenbosch, Western Cape, South Africa SET Recruitment Consultants Full time

    **Wealth Advisor - Stellenbosch** Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch. *** **Main...

  • Experienced Wealth Strategist Wanted

    6 days ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job TitleExperienced Wealth Strategist WantedAbout the RoleWe are seeking a skilled and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and driving the financial planning practice within the business.Key ResponsibilitiesProvide...

  • Strategic Wealth Management Professional

    1 month ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    At The Recruitment Council, we are seeking a highly skilled Wealth Advisor to join our team and manage a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business.Key Responsibilities:Provide tailored wealth...

  • Financial Planning Strategist

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    About the RoleThe Recruitment Council seeks a seasoned Wealth Advisor to oversee and grow a portfolio of high-net-worth clients.Key ResponsibilitiesComprehensive Wealth Planning: Provide tailored services focusing on investments, risk, business, and fiduciary matters.Client Relationship Management: Acquire and manage a portfolio of high-net-worth clients...