Private Wealth Advisor

1 week ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

About the Role

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We are seeking an experienced Wealth Advisor to join our team at The Recruitment Council. In this role, you will work closely with clients to deliver comprehensive wealth management guidance, focusing on long-term financial security, investment growth, and protection strategies.

Primary Responsibilities:

  • Strategic Financial Planning: Develop and implement comprehensive financial plans, identifying opportunities for growth and recommending tailored solutions.
  • Portfolio Growth and Retention: Drive revenue growth by building and maintaining a portfolio that meets profitability targets, delivering personalized financial strategies and solutions.
  • Collaborative Relationship Building: Establish strong relationships across teams to drive innovation and achieve service excellence.
  • Compliance and Quality Assurance: Maintain a high standard of service quality and ensure compliance with legislative, audit, and regulatory standards.


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