Portfolio Growth Expert

1 day ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
Job Description
We are seeking an experienced Salaried Wealth Advisor to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for managing a high-net-worth portfolio and providing comprehensive wealth planning services to clients.

Main Responsibilities
  • Manage and grow a high-net-worth portfolio through effective relationship-building and proactive management.
  • Develop and implement tailored wealth plans for clients, focusing on investments, risk, business, and fiduciary matters.
  • Conduct regular reviews to ensure alignment with clients' evolving financial needs.
  • Collaborate with internal teams to provide seamless service delivery.

Requirements
  • Matric (CFP designation preferred).
  • Minimum 3 years of experience in investment and insurance sectors.

Key Skills
  • Strong analytical skills and ability to interpret complex financial data.
  • Excellent communication and interpersonal skills.
  • Ability to work independently with minimal supervision.

Compensation Package

The estimated annual salary for this position is $160,000 - $210,000, depending on experience and qualifications. Additional benefits include opportunities for career growth and professional development.



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