High-Net-Worth Financial Strategist
1 month ago
We are seeking a skilled and experienced Financial Advisor to join Edge Executives, one of South Africa’s largest banking groups. As a High-Net-Worth Financial Strategist, you will have the opportunity to work with discerning clients and provide bespoke financial solutions to meet their unique needs.
Our ideal candidate has 3-5 years of continuous industry experience specialising in Investments, Life products, Estate & Trust products, and holds an NQF6 (FSB approved qualification) & RE 5 Completed (120 FAIS Credits). A CFP qualification is preferable, and production of minimum annual commission earnings of +/- R50K per month is required.
About Edge Executives
Edge Executives is a dynamic and high-performing team that provides access to an extensive network of leads and business opportunities. We offer our Financial Advisors a platform to further elevate their career and deliver exceptional results for our clients.
Job Description
As a High-Net-Worth Financial Strategist, your primary responsibility will be to advise high-net-worth individuals on sophisticated market environments and deliver bespoke financial solutions. You will also be expected to maintain a deep understanding of the local market and stay up-to-date with regulatory changes.
Required Skills and Qualifications
- 3-5 years+ continuous industry experience specialising in Investments, Life products, Estate & Trust products
- NQF6 (FSB approved qualification) & RE 5 Completed (120 FAIS Credits)
- Preferable CFP qualification
- Production: Proof of minimum annual commission earnings of +/- R50K per month
- Commercial / Industrial knowledge will be an added advantage specialising in Investments, Life products, Estate & Trust products
- Fit and proper for typical license categories
Benefits
As a High-Net-Worth Financial Strategist at Edge Executives, you can expect a competitive salary of approximately R150,000 - R250,000 per annum, depending on your level of experience and performance. Additionally, you will have access to ongoing training and development opportunities to enhance your skills and knowledge.
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