Overview
Wealth Advisor Jobs in Durban, South Africa at The Recruitment Council
Position: Wealth Advisor |
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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Title: Wealth Advisor
Company: The Recruitment Council
Location: Durban, South Africa
Category: Finance & Banking (Wealth Management, Financial Consultant, Financial Advisor)
