Menu Close

Cape Town: Advisory Partner posted by The Recruitment Council

Cape Town: Advisory Partner posted by The Recruitment Council

Posted on 2025-05-01 00:00:00

Employer The Recruitment Council
Category Other Professions
Location Western Cape  / Cape Town

Job Summary

Advisory Partner Empowering Clients Through Strategic Financial Planning and Wealth Management The Advisory Partner role is ideal for a seasoned financial professional who excels in relationship building, strategic financial advising, and business development. This position requires an individual skilled in guiding clients through a comprehensive range of financial solutions, fostering long-term client relationships, and managing investment portfolios effectively. Job Purpose The primary purpose of this role is to bring financial planning and investment solutions to a broad client base, engaging both prospective and existing clients with a commitment to personalized and ethical financial advice. Reporting Line Reports to the Regional Head of Advisory. Key Relationships The Advisory Partner collaborates closely with external clients, leads, portfolio managers, investment firms, banks, and various financial bodies to build and nurture valuable professional relationships. Qualifications Postgraduate Diploma in Financial Planning (CFP) or equivalent. A relevant B.Com degree, CA, or LLB. Regulatory exams and completion of Class of Business courses. Experience Minimum of 5 years in financial advisory or investment planning, with a proven record of client relationship management. Core Competencies Strong numerical aptitude and analytical thinking. Influencing skills to engage clients and stakeholders. Interpersonal understanding with effective communication and presentation skills. Adaptability to changing financial landscapes and client needs. Ability to mentor junior team members and convey complex financial concepts clearly. Knowledge Areas Deep understanding of global and domestic financial markets. Proficiency in investment products, insurance, tax, estate planning, and retirement planning. Awareness of economic trends and an ability to analyze their impacts on investment strategies. Key Responsibilities Client Relationship Building : Establish trusting relationships with new clients and maintain strong connections with existing clients. Business Development : Actively seek new business opportunities and referrals, and support business inflows through client prospecting. Financial Roadmap and Portfolio Management : Create tailored financial plans and oversee client portfolios to ensure goals are met, with bi-annual client meetings to discuss performance and adjustments. Practice Management : Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships. Compliance and Professional Development : Ensure clients align with industry standards, and stay updated on industry changes through training and networking. Measures of Success Contributing to business profitability through client acquisition, retention, and effective asset management. Driving growth in assets under management (AUM) and net flows, with a focus on long-term client loyalty and portfolio performance. This role is tailored for a results-driven, client-focused professional with a passion for helping clients achieve their financial goals while fostering a meaningful impact on their financial well-being.

View Job  Springs: Process Technician (Utilities) posted by AtripleA recruitment & temps

Click Go Apply to apply online!

Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Cape Town, Western Cape


More jobs in Cape Town




More jobs in Western Cape




Browse Other Professions Jobs




Browse The Recruitment Council Jobs



Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions

Cape Town: DevOps Engineer (Support) posted by Construct Executive Search

Applicants must have the following requirementsMust have a Matric Certificate.Must have 6-8 years of experience as a DevOps Engineer in a software...


View Job
DevOps Engineer (Support)

Northern Suburbs: BOILERMAKERS – Based In Cape Town posted by Tom Nel Recruitment

Leading Progressive Manufacturing company seeks a number of Boilermakers urgently for six month contracts.Key experience of 3-5 Years post apprenticeship...


View Job
BOILERMAKERS – Based In Cape Town

Cape Town: Junior Accountant posted by Africa Thinking Management Solutions

Job Advertisement Junior AccountantLocation Cape Town -Observatory Company Africa Thinking Management SolutionsAfrica Thinking Management Solutions is...


View Job
Junior Accountant

Eastern Cape: Town Planner (JB5167) posted by Kontak Recruitment

Town Planner JB5167 Chintsa, Eastern CapeCompensation Range R40 45 000 CTC per month Negotiable Category EngineeringLead zoning, rezoning, and land use...


View Job
Town Planner (JB5167)

Cape Town: Roof sheeter – Urgently Needed posted by Batt Master Roofing and Guttering

Roof sheeter needed Must be able to remove and install roof sheets etc and waterproofing for maintenance company Work in fascias as wellWork experience a...

View Job  Johannesburg: AWS Data Engineer – Johannesburg – R530 to R630 per hour

View Job
Roof sheeter – Urgently Needed

Cape Town: Sales Administrator – IT Industry posted by The Vocation Station

Are you a proactive and detail-oriented professional with a knack for client service and relationship management in the IT Distribution space? Were looking...


View Job
Sales Administrator – IT Industry

Cape Town: Junior System Support Engineer posted by The Vocation Station

Are you an enthusiastic IT professional with a passion for delivering top-notch support to diverse customers? Our client is looking for a Remote Support...


View Job
Junior System Support Engineer

Cape Town: Electrical Engineer – Building Services posted by Business Recruitment Services

This role requires collaboration with multidisciplinary teams and clients to deliver fit-for-purpose solutions that surpass industry best practices and...


View Job
Electrical Engineer – Building Services

Cape Town: Intermediate SHERQ Officer posted by Construct Executive Search

Applicants must have the following requirementsMust have a Bachelors Degree or National Diploma in Safety Management or Occupational Health and Safety. Must...


View Job
Intermediate SHERQ Officer

Cape Town: Business Development Manager – Urgently Needed posted by One Source ICT

One Source ICT is an innovative technology company specializing in Information and Communication Technology ICT solutions. With a focus on excellence and...


View Job
Business Development Manager – Urgently Needed

Cape Town: Senior Construction Contracts Manager posted by Construct Executive Search

Applicants must have the following requirementsMust have a Bachelors Degree or Diploma in Building or Civil Engineering.Must be registered with SACPCMP as a...


View Job
Senior Construction Contracts Manager

Cape Town: IT Manager – Urgently needed posted by Edelson & Associates

IT Manager Cape Town R45000 NEG Working Knowledge of Microsoft Admin Centres and Licensing. Knowledge of SQL database Management. Also on site...


View Job
IT Manager – Urgently needed

Cape Town: QUANTITY SURVEYORS posted by Furipoint pty,ltd

Furipoint is excited to announce that we are currently expanding our team and are looking for highly motivated and skilled professionals to fill the...


View Job
QUANTITY SURVEYORS

Cape Town: SITE AGENT posted by Furipoint pty,ltd

Furipoint is excited to announce that we are currently expanding our team and are looking for highly motivated and skilled professionals to fill the Site...


View Job
SITE AGENT

Cape Town City Centre: Food Safety and Quality Manager

Our client seeks a proactive manager who isnt afraid to roll up their sleeves and dive into the work. They are a close-knit, family-style business, not a...

View Job  Pretoria: Admin and Store Assistant - Urgently needed posted by Chiocchi Schwan Installations (Pty) ltd

View Job
Food Safety and Quality Manager

Cape Town City Centre: Industrial Engineer

SSubs R 40000 - neg Industrial Engineer needed for a packaging production company Tertiary qualification in industrial engineering. At least 18 months of...


View Job
Industrial Engineer

Cape Town City Centre: Resident Engineer

Qualifications and Requirements BScBTech in Civil Engineering Registered with ECSA as a Professional Civil TechnologistCivil Engineer Minimum 15 years Post...


View Job
Resident Engineer

Cape Town City Centre: Head of Operations – Commercial Focus for Import/Export Manufacturing

PURPOSE Overall responsibility for the management of the procurement, logistics and technical compliance functions of our client, in support of revenue...


View Job
Head of Operations – Commercial Focus for Import/Export Manufacturing

Cape Town City Centre: Structural Engineer

Minimum Requirements Bachelors degree in civil engineering BScBeng or BTech in Structural Engineering Professional registration with ECSA is required...


View Job
Structural Engineer

Cape Town City Centre: IT Infrastructure L2 Engineer

About the Company Our client is a global leader in IT services and technology , headquartered in the UK with 25 years of industry expertise . They are...


View Job
IT Infrastructure L2 Engineer

Cape Town City Centre: Property Service Manager

About Us Maintenance management of building services, all mechanical, electrical, structural, and civil aspects of each asset within the official investment...


View Job
Property Service Manager

Cape Town City Centre: Cost Controller | The Silo Hotel

The Cost Controller at The Silo Hotel is responsible for managing the pricing structure and stock management systems at the hotel, in order to improve...


View Job
Cost Controller | The Silo Hotel

Cape Town City Centre: Project Manager

What Youâll Do Plan, execute, and oversee property renovation, upgrade, and development projects Manage project timelines, budgets, and resources to ensure...


View Job
Project Manager

Cape Town City Centre: Electrical Technician

Responsibilities Technical audits on properties. Examine under recoveries from a technical perspective. Make technical drawings of metering reticulation of...


View Job
Electrical Technician

Cape Town City Centre: Corporate Assistant

Key Responsibilities Manage corporate travel bookings, including flights, accommodation, and visas. Assist in marketing activities event coordination,...


View Job
Corporate Assistant

Share this to someone who needs a job:
Posted in Jobs in Cape Town, Jobs in South Africa, Jobs in Western Cape, Other Professions
Tagged ,

More Jobs in Your Area