Senior Wealth Advisor

3 days ago


Sandton, South Africa Discovery Limited Full time

Are you a motivated and experienced Senior Wealth Advisor looking for a new challenge? We have an exciting opportunity available at Discovery Limited.

About Us

We are a forward-thinking company that is passionate about innovating and making a positive impact in society. Our goal is to help our clients achieve financial success while also making a meaningful difference in their lives.

Job Overview

This role is responsible for consulting with existing clients to offer specialist advice on their current products, benefits, and/or fund selection. Key Responsibilities include:

  1. Conducting regular reviews of clients' policies to determine if adjustments are needed due to personal or financial changes.
  2. Providing clients with expert guidance on new and existing products, benefits, and services.

Required Skills and Qualifications:

  • A strong understanding of Financial Planning and the insurance industry.
  • Excellent communication and interpersonal skills.

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