Wealth Advisor
Job in
Cape Town, 7100, South Africa
Listed on 2025-12-13
Listing for:
The Recruitment Council
Full Time
position Listed on 2025-12-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Portfolio Manager
Job Description & How to Apply Below
Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business.
Key Responsibilities:
Qualifications:
- Matric (CFP designation preferred).
Experience:
- At least 3 years in investment and insurance sectors.
Skills:
- Strong investment and product knowledge.
- Excellent communication and time management.
- Ability to manage a financial practice within a larger business.
- Resourceful, client-focused, and highly proactive.
- Familiar with regulatory and compliance requirements.
- Strong analytical skills and FUA management track record.
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