High Net Worth Advisor

3 weeks ago


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

Wealth Management Opportunity

Join The Recruitment Council as a Wealth Analyst and contribute to delivering exceptional service to high-net-worth clients.

Key Responsibilities:

  • Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.
  • Proposal Development: Craft compelling proposals tailored to clients' unique financial needs and goals.
  • Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items.
  • Communication: Prepare insightful meeting recaps and reports, highlighting key takeaways and next steps.
  • Financial Expertise: Stay up-to-date on financial products, strategies, and risk management solutions.

Requirements:

  • Bachelor's degree in finance or a related field.
  • 5+ years of experience in wealth management.
  • CFP/CFA designation preferred.

Estimated Salary: $140,000 - $170,000 per annum



  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Title: High-Net-Worth Portfolio ManagerEarning a salary of $80,000 - $110,000 per year, we are seeking a skilled Wealth Analyst to join our team at The Recruitment Council.About the RoleAs a Wealth Analyst, you will be responsible for managing multiple projects simultaneously while supporting Wealth Managers and fostering strong client relationships....


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    About the RoleThe Recruitment Council is seeking an experienced Fiduciary Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive fiduciary services to high-net-worth individuals, families, and institutions.Responsibilities:Providing expert advice on trust and estate planning, including...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    About The Role:The Recruitment Council seeks a talented Estate Planning Specialist to provide expert fiduciary services to high-net-worth individuals, families, and select institutions. As a trusted advisor, you will develop and execute comprehensive estate plans, manage trust administrations, and provide strategic guidance on will drafting and estate...


  • Stellenbosch, Western Cape, South Africa Astor Motor Recruitment Full time

    Astor Motor Recruitment is seeking an experienced Service Advisor to join their dynamic team at a high-volume dealership in the automotive industry.The successful candidate will be responsible for daily intake of services, quotes, job cards, and providing technical advice and problem-solving skills to customers.Key requirements include a Matric Certificate,...


  • Stellenbosch, Western Cape, South Africa Communicate Recruitment Full time

    Communicate Recruitment is seeking a talented Intermediate C# Developer to join our team.As a senior developer, you will be responsible for designing, building, and enhancing software features using C# and .NET frameworks.About the Job:Designing, building, and enhancing software featuresDeveloping and maintaining high-quality applicationsCollaborating with...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Role OverviewWe are seeking a highly skilled and dedicated Fiduciary Specialist to join our wealth management team. As a key member of the team, you will be responsible for providing comprehensive fiduciary services to high-net-worth individuals, families, and institutions.Key Responsibilities:Providing expert advice on trust and estate planning, including...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job DescriptionThe Recruitment Council is seeking an Estate Planning Expert to join our team. The successful candidate will be responsible for providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions.ResponsibilitiesEstablish and structure new trusts, ensuring compliance with legal requirements.Manage...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Estate Planning OpportunityWe are seeking a Trust Management Specialist to provide expert fiduciary services to high-net-worth individuals, families, and select institutions. The successful candidate will play a key role in estate planning, trust administration, and acting as executor for client estates.Key ResponsibilitiesEnsure compliance with legal...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job DescriptionWe are seeking a highly skilled Fiduciary Specialist to provide comprehensive fiduciary services to high-net-worth individuals, families, and institutions. The successful candidate will play a key role in estate planning, trust administration, will drafting, and acting as executor for client estates.Key Responsibilities:Advise clients on the...


  • Stellenbosch, Western Cape, South Africa Astor Motor Recruitment Full time

    Astute and eloquent individuals are sought to fill the role of Service Advisor in a high-end motor dealership environment.The ideal candidate will possess at least 2 years of experience as a Service Advisor within a luxury dealership setting, with exceptional communication and problem-solving skills, strong teamwork abilities, and a customer-focused...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    The Recruitment Council OverviewWe are committed to providing exceptional service to our high-net-worth clients. Our team of financial professionals is dedicated to delivering outstanding results.Job Description:This role will play a pivotal part in building strong relationships with clients, conducting portfolio reviews, and presenting financial performance...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Fiduciary ProfessionalWe are seeking a highly skilled and dedicated professional to provide comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client estates. The successful candidate will work closely with...


  • Stellenbosch, Western Cape, South Africa Astor Motor Recruitment Full time

    A high-end motor dealership is seeking an experienced and skilled Service Advisor to manage customer relationships and ensure a seamless service experience.About the CompanyAstor Automotive Staff T/A Astor Motor Recruitment is a reputable company that prides itself on providing exceptional service to its customers.Job DescriptionThe Service Advisor will...


  • Stellenbosch, Western Cape, South Africa Astor Motor Recruitment Full time

    Astound customers with exceptional service skills in a high-end motor dealership environment.Job SummaryWe are seeking a skilled and charismatic Service Advisor to join our team at Astor Motor Recruitment. As the primary point of contact for customers, you will be responsible for managing service appointments, addressing customer concerns, and ensuring a...


  • Stellenbosch, Western Cape, South Africa Astor Motor Recruitment Full time

    We are seeking an experienced Service Advisor to join our team at Astor Motor Recruitment. This role requires a strong background in Japanese vehicles, particularly Honda, Toyota, Suzuki, and Mitsubishi. The ideal candidate will have a Matric Certificate, technical qualification is advantageous, and fluency in Afrikaans.Key ResponsibilitiesDaily intake for...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job SummaryWe are seeking a highly skilled Fiduciary Professional to provide comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. The successful candidate will play a key role in estate planning, trust administration, and acting as executor for client estates.Key ResponsibilitiesAdvise clients on the...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    We are seeking a highly skilled Trusts and Estates Professional to join The Recruitment Council team. This is a senior role within the fiduciary industry, requiring a strong understanding of estate planning, trust administration, and will drafting.About the RoleThis position involves working closely with high-net-worth individuals, families, and select...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    About The Recruitment CouncilWe are seeking a highly motivated Wealth Analyst to join our team of financial professionals. This role will play a pivotal part in delivering exceptional service to high-net-worth clients.Key Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Summary:We are seeking a highly skilled Fiduciary Services Manager to join The Recruitment Council. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for...

  • Full Stack Developer

    4 weeks ago


    Stellenbosch, Western Cape, South Africa Communicate Recruitment Full time

    Job Description">We are seeking an experienced C# Application Engineer to join our team at Communicate Recruitment. As a key member of our development team, you will be responsible for designing, developing, and maintaining high-quality applications using C# and .NET frameworks.About the RoleThe successful candidate will have a solid understanding of .NET...