Experienced Wealth Strategist Wanted

1 week ago


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

Experienced Wealth Strategist Wanted

About the Role

We 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 Responsibilities
  • Provide tailored wealth planning services, focusing on investments, risk, business, and fiduciary matters.
  • Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
  • Conduct regular client reviews to ensure alignment with their evolving financial needs.
  • Adhere to compliance and mandate requirements.
  • Collaborate across business divisions to enhance client services.
  • Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.
Qualifications and Experience
  • Matric (CFP designation preferred).
  • At least 3 years in investment and insurance sectors.
Essential Skills
  • Strong investment and product knowledge.
  • Excellent communication and time management skills.
  • 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.
Estimated Salary Range

$120,000 - $180,000 per year, depending on experience.



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