Senior Wealth Management Professional

1 day ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
Job Overview
We are seeking a seasoned Salaried Wealth Advisor to manage and grow a high-net-worth portfolio. This role involves comprehensive wealth planning, strong client relationship management, and driving financial planning practices within the business.

Main Responsibilities
  • Provide tailored wealth planning services, focusing on investments, risk, business, and fiduciary matters.
  • Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
  • Conduct regular client reviews, ensuring alignment with their evolving financial needs.
  • Adhere to compliance and mandate requirements.
  • Collaborate across business divisions to enhance client services.
  • Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.

Qualifications
  • MATRIC (CFP designation preferred).

Experience
  • At least 3 years in investment and insurance sectors.

Skills
  • Strong investment and product knowledge
  • Excellent communication and time management
  • Ability to manage a financial practice within a larger business
  • Resourceful, client-focused, and highly proactive
  • Familiar with regulatory and compliance requirements
  • Strong analytical skills and FUA management track record

Compensation Package

The estimated annual salary for this position is $150,000 - $200,000, depending on experience and qualifications.



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