Wealth Advisor

An Exciting Opportunity for an Experienced Wealth Advisor

A leading financial institution is seeking a highly skilled and passionate Private Wealth Advisor to join its dynamic team of professionals. This role is tailored for a driven individual who thrives on building long-term relationships with high-net-worth clients and delivering bespoke wealth management solutions that go beyond the conventional.

This is more than just a job its a chance to become a trusted advisor and strategic partner to South Africas top-tier clients, helping them protect, grow, and preserve their wealth across generations.

Key Responsibilities :

Provide tailored financial advice to high-net-worth individuals (HNWIs) using a holistic approach across investment, insurance, fiduciary, and lending solutions.

Conduct comprehensive financial reviews, annual portfolio assessments, and recommend strategies aligned with client goals.

Implement vertical sales strategies (VSI) to deepen client penetration and drive portfolio growth.

Identify and refer opportunities across product pillars : Invest, Insure, Lending, Fiduciary, Offshore, and more.

Serve as a central point of contact, coordinating with internal specialists for estate planning, tax, risk, and philanthropy.

Stay abreast of economic trends, regulatory changes, and financial planning best practices to deliver forward-thinking advice.

Maintain high levels of compliance and adhere to FAIS and internal governance standards.

Contribute to revenue targets through new client acquisition and portfolio expansion.

Minimum Requirements :

Bachelors degree in Finance, Economics, Accounting, or related field (essential).

FAIS-compliant with RE5 and completed applicable regulatory exams.

5 to 7 years of experience in private banking, wealth management, or a related client-facing financial environment.

Solid knowledge of wealth planning, estate planning, risk solutions, and investment products.

Proven track record in building and managing a book of high-net-worth clients.

Preferred Qualifications :

Certified Financial Planner (CFP) designation.

Membership with the Financial Planning Institute (FPI).

Experience in both local and offshore investment solutions.

Ideal Candidate Attributes :

Highly professional with excellent interpersonal and communication skills.

Commercially astute with strong financial acumen.

Results-driven, client-centric, and capable of working independently.

Able to navigate complex financial needs and offer well-structured advice.