Wealth Advisor

SUMMARY:
An Exciting Opportunity for an Experienced Wealth Advisor!

POSITION INFO:

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 – it’s a chance to become a trusted advisor and strategic partner to South Africa’s 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:

• Bachelor’s 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.