Wealth Strategy Advisor

17 hours ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
Job Summary

As a Wealth Strategy Advisor with The Recruitment Council, you will play a pivotal role in guiding clients toward achieving their financial goals through comprehensive financial planning and investment management.

This is an exciting opportunity for a driven individual to join our team and contribute to the growth and success of our clients. We offer a competitive salary structure that includes a basic salary plus commission based on book size, experience, and qualifications, along with an annual performance bonus incentive.

Key Responsibilities
  • Financial Planning: Develop personalized financial plans for clients, taking into account their current financial situation, financial objectives, and risk tolerance.
  • Investment Management: Provide expert advice on investment management, recommending suitable investment strategies and products based on clients risk tolerance and financial objectives.
  • Client Relationship Management: Build strong, long-term relationships with clients by delivering exceptional service and maintaining regular communication.


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