Wealth Advisor - Johannesburg - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Johannesburg

    5 days ago

    the recruitment council background
    Description

    Job Title: Private Wealth Advisor

    The Private Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid understanding of global markets, and the ability to build meaningful, lasting relationships.

    Main Responsibilities:

    • Develop and implement strategic financial plans tailored to clients' needs, identifying fiduciary opportunities and recommending suitable financial products.
    • Promote portfolio growth and retention by building and maintaining a portfolio that meets profitability targets, delivering personalized financial strategies and solutions.
    • Nurture collaborative relationships across teams to drive innovation and achieve exceptional service standards.
    • Maintain a high standard of service quality and ensure compliance with legislative, audit, and regulatory standards.

    Requirements:

    • Bachelor's degree in Finance, Economics, or Accounting.
    • Certified Financial Planner (CFP) certification is preferred.
    • At least 35 years of experience in banking, wealth management, or financial planning environments.

    Key Skills & Knowledge:

    • Proficiency in banking and financial service systems and regulatory requirements.
    • Strong project management skills, with the ability to work independently and make informed decisions.
    • In-depth knowledge of financial markets and investment products.

    About the Role:

    The Private Wealth Advisor is expected to stay informed about market developments and continuously enhance their knowledge of financial planning and wealth management. This role offers the chance to work in a supportive environment with a focus on professional growth and an unwavering commitment to integrity and excellence in service.

    Salary: $120,000 - $180,000 per year.

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