Financial Planning Strategist
4 weeks ago
The Recruitment Council seeks a seasoned Wealth Advisor to oversee and grow a portfolio of high-net-worth clients.
Key Responsibilities- Comprehensive 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 through effective relationship-building and proactive management.
- Client Reviews: Conduct regular reviews, ensuring alignment with evolving financial needs.
- Compliance and Mandate: Adhere to compliance and mandate requirements.
- Cross-Functional Collaboration: Collaborate across business divisions to enhance client services.
- Practice Operations: Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.
- Matric (CFP designation preferred).
- At least 3 years in investment and insurance sectors.
- Strong investment and product knowledge.
- Excellent communication and time management.
- Ability to manage a financial practice within a larger business.
- Resourceful, client-focused, and highly proactive.
- Familiar with regulatory and compliance requirements.
- Strong analytical skills and FUA management track record.
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Senior Financial Strategist
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Senior Financial Strategist
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Experienced Wealth Strategist Wanted
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Senior Financial Planning Accountant
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Senior Financial Planning Specialist
1 week ago
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Financial Planning Specialist
1 week ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeOverviewThe Recruitment Council is a premier recruitment agency dedicated to connecting talented professionals with top financial institutions.Job Title: Wealth AnalystWe are seeking a highly skilled Wealth Analyst to join our team of financial experts. This role offers an exciting opportunity to work closely with high-net-worth clients, delivering...
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Financial Planning Expert
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Senior Financial Strategist
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3 weeks ago
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