Wealth Management Expert

1 day ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Description

The Recruitment Council is seeking a talented Wealth Management Expert to join our team. As an Advisory Partner, you will be responsible for bringing financial planning and investment solutions to a broad client base, engaging both prospective and existing clients with a commitment to personalized and ethical financial advice.

Job Purpose

The primary purpose of this role is to drive growth in assets under management (AUM) and net flows, with a focus on long-term client loyalty and portfolio performance.

Key Relationships

The Wealth Management Expert collaborates closely with external clients, leads, portfolio managers, investment firms, banks, and various financial bodies to build and nurture valuable professional relationships.

Qualifications
  • Minimum of 5 years in financial advisory or investment planning, with a proven record of client relationship management.
Benefits

This role offers a competitive salary range of $150,000 - $220,000 per year, depending on experience, as well as excellent benefits, including a comprehensive health insurance plan, 401(k) matching program, and generous paid time off.



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