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Johannesburg: Private Wealth Advisor (George)

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Job Description

About the Role

We are seeking an experienced Private Wealth Advisor to join our team in Johannesburg, where you will be responsible for providing holistic advice and solutions to clients, growing portfolio bases, and driving revenue growth. The ideal candidate will have a strong understanding of money management principles, wealth protection, and risk knowledge, as well as excellent project management skills.

Key Responsibilities

  • Achieve revenue and profit targets by growing portfolio base
  • Provide independent holistic advice and solutions that ensure revenue and profit growth
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Participate in planned activities that are appropriate for own development
  • Deliver customer experience excellence in own service delivery aligned to organisational values and service standards
  • Prevent wastage and identify process improvements to contain and reduce costs

Requirements

  • Relevant NQF7 Level Degree in Finance, Economics or Accounting
  • Completed RE5 qualification (Preferred)
  • Preferred Qualification – Certified Financial Planner (CFP)
  • Experience – 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management and client facing environment

Qualifications

  • Formal education/certifications: Please note that no specific qualifications are mentioned in the original job description.
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Salary & Benefits

  • No salary information is provided in the original job description.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

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For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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