Salaried Wealth Advisor - Cape Town - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Cape Town

    1 day ago

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    Description

    Dynamic Wealth Advisor Sought

    We are looking for an experienced and skilled individual to join our team as a Wealth Advisor. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth clients, providing tailored wealth planning services, and driving the financial planning practice within the business.

    Key Responsibilities:

    • Develop comprehensive wealth plans that address investments, risk, business, and fiduciary matters.
    • BUILD AND MANAGE A PORTFOLIO OF HIGH-NET-WORTH CLIENTS THROUGH EFFECTIVE RELATIONSHIP-BUILDING AND PROACTIVE MANAGEMENT.
    • Conduct regular client reviews to ensure alignment with their evolving financial needs.
    • Maintain compliance and adherence to all relevant mandates.
    • Collaborate with cross-functional teams to enhance client services and drive business growth.
    • Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.

    Qualifications:

    • Matriculation (Certified Financial Planner (CFP) designation preferred).

    Experience:

    • Minimum 3 years of experience in investment and insurance sectors.

    Skills:

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


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