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Wealth Advisor | Stellenbosch

The Recruitment CouncilStellenbosch, Western Cape, South Africa

30+ days ago

Job description

A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients.

Key Responsibilities :

Develop a portfolio of high-net-worth clients through networking and relationship-building
Provide comprehensive wealth and estate planning services, focusing on investments, risk management, business planning, and fiduciary duties
Ensure adherence to mandates and compliance requirements
Manage client needs proactively through effective CRM management
Conduct regular review meetings with clients
Follow practice management principles for effective business management (segmentation, servicing, etc.)
Oversee revenue and commission management
Build relationships across divisions and contribute to growing the company profile, particularly in Stellenbosch

Skills and Qualifications :

Matric (Grade 12)

Preference for Certified Financial Planner (CFP) qualification

At least 5 years of experience in investment and insurance sectors

Strong network, preferably in the Western Cape / Stellenbosch area

Capability to independently manage a practice within the business

In-depth knowledge of investment products and financial planning

Strong client service focus with excellent communication skills

Resourceful, proactive, and excellent at time management and prioritization

Proven track record in managing funds under advice (FUA)

Solid analytical skills and understanding of legal and regulatory requirements

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Advisor Stellenbosch • Stellenbosch, Western Cape, South Africa