Senior Wealth Advisor - HNWI Planning
Job in
Cape Town, 7100, South Africa
Listed on 2025-12-14
Listing for:
The Recruitment Council
Full Time
position Listed on 2025-12-14
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A reputable financial advisory services firm is seeking a Senior Wealth Advisor to manage a portfolio of high-net-worth clients. This role requires strong financial expertise and relationship management. The ideal candidate will have at least 5 years of experience in the investment and insurance sectors, preferably with a CFP qualification. The position emphasizes proactive client management and adherence to compliance requirements.
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Position Requirements
10+ Years
work experience
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