Wealth Planning and Advisory Professional

16 hours ago


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

About The Job:

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The Recruitment Council is seeking a talented Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing a portfolio of high-net-worth clients, providing expert wealth planning advice, and driving business growth.

Key Responsibilities:

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  • Provide comprehensive wealth planning services, including investment advice, risk management, and fiduciary guidance.
  • Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives.
  • Conduct regular client reviews, assessing their financial needs and developing tailored solutions.

Qualifications and Experience:

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  • Relevant industry experience, preferably with a Matric (CFP designation preferred).
  • At least 3 years in investment and insurance sectors, with a proven track record of managing high-net-worth client relationships.

Salary and Benefits:

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  • A competitive salary range of $150,000 - $220,000 per annum, based on experience.
  • A comprehensive benefits package, including medical insurance and retirement savings plan.


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