Senior Wealth Planner High-Net-Worth Clients
Job in
Durban, 3611, 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 Services, Financial Consultant
Job Description & How to Apply Below
An established industry player is seeking a dynamic Wealth Advisor to enhance their financial planning practice. This role is pivotal in managing and growing a portfolio of high-net-worth clients, requiring strong investment knowledge and excellent relationship management skills. You'll provide tailored wealth planning services, conduct regular client reviews, and ensure compliance with regulatory requirements. Join a collaborative environment where your proactive approach will drive client satisfaction and business efficiency.
If you are passionate about wealth management and client success, this opportunity is perfect for you.
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Position Requirements
10+ Years
work experience
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