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Senior Wealth Advisor: Holistic Planning HNW Clients

Job in Cape Town, 7100, South Africa
Listing for: Ntice Search Solutions
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Position: Senior Wealth Advisor: Holistic Planning for HNW Clients

Investec in Cape Town seeks an experienced financial adviser to join its Private Banking division. This role involves managing an advisory practice, delivering holistic planning solutions and building strong relationships with clients and internal stakeholders.

The ideal candidate has 5-7 years' experience in financial advisory, relevant qualifications, and skills in investment markets and client engagement. Investec offers a dynamic environment focused on collaboration and achieving exceptional outcomes for clients.

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Position Requirements
10+ Years work experience
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