Senior Wealth Planner High-Net-Worth Clients
Job in
Stellenbosch, 7600, 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, Financial Services
Job Description & How to Apply Below
An established industry player is looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have a proactive approach and a strong background in investment and insurance, this opportunity offers a chance to make a significant impact in the financial planning landscape.
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Position Requirements
10+ Years
work experience
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