Wealth Advisor | Cape Town
A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients.
Key Responsibilities:
- Develop a portfolio of high-net-worth clients through networking and relationship-building
- Provide comprehensive wealth and estate planning services, focusing on investments, risk management, business planning, and fiduciary duties
- Ensure adherence to mandates and compliance requirements
- Manage client needs proactively through effective CRM management
- Conduct regular review meetings with clients
- Follow practice management principles for effective business management (segmentation, servicing, etc.)
- Oversee revenue and commission management
- Build relationships across divisions and contribute to growing the company profile, particularly in Stellenbosch
Skills and Qualifications:
- Matric (Grade 12)
- Preference for Certified Financial Planner (CFP) qualification
- At least 5 years of experience in investment and insurance sectors
- Strong network, preferably in the Western Cape/Stellenbosch area
- Capability to independently manage a practice within the business
- In-depth knowledge of investment products and financial planning
- Strong client service focus with excellent communication skills
- Resourceful, proactive, and excellent at time management and prioritization
- Proven track record in managing funds under advice (FUA)
- Solid analytical skills and understanding of legal and regulatory requirements
