High-Net-Worth Client Advisor

5 days ago


Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full time
Key Responsibilities

In this challenging and rewarding role as a Wealth Manager, you will be responsible for analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools. You will also formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals. Additionally, you will provide regular client reports against agreed service level agreements and ensure that the quality of advice remains high and consistent, aligning with our company's investment philosophy and product-approved matrix.

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