Join a Global Wealth Management Firm
LOCATION: Sandton, Johannesburg
SALARY AND BENEFITS: Basic Salary + Lucrative Commission Structure
DESCRIPTION / SYNOPSIS:
A leading global wealth management firm seeks an experienced and driven Wealth Advisor to join its Sandton team. With a primary focus on High-Net-Worth clients, this independent advisory practice offers bespoke local and offshore investment solutions.
If you are a skilled Financial Advisor with experience in estate planning, tax optimization, and the offshore investment space, this role provides a lucrative basic salary and commission structure, ideal for someone eager to grow an established client base.
MINIMUM REQUIREMENTS:
- Minimum 3 years in a Financial Planning role
- Tertiary qualification in Finance-related field (Non-Negotiable)
- NQF5: Wealth Management/BCom, and Class of Business in Long Term & Investments
- RE5 advantageous
- Certified Financial Planner designation (advantageous)
- Should be fit and proper in accordance with FSCA
- Previous book of clients (advantageous)
- Knowledge and understanding of the relevant income tax and estate duty legislation
- Sound experience with financial planning processes
- Valid Driver’s License and Own Vehicle (essential)
RESPONSIBILITIES:
- Identifying and pursuing potential clients to maintain a strong client base
- Develop a strong client base through prospecting and referrals
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets to provide strategic advice across a variety of financial products and services.
- Assessing client’s overall financial picture, understand their needs and develop a solid financial plan
- Guiding clients in a profitable and secure financial decision making
- Create tailored financial plans, guiding clients toward secure financial decisions
- Provide expert advice on local/offshore investment strategies, retirement, estate planning, and tax
- Conduct market research to stay current on financial trends
- Ensure compliance with financial industry regulations
SOFT SKILLS/ADDITIONAL INFO:
- Strong client service orientation and interpersonal skills
- Ability to build lasting relationships and network effectively
- Proven organizational skills, ability to prioritize and manage pressure
- Self-driven, with initiative and resilience in pursuing new business
- Excellent closing and negotiation skills
Do you see yourself as the successful Wealth Advisor at this prestigious, high-growth firm? Apply Now. Don't delay.
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