Durban: Wealth Advisory posted by Hire Resolve

March 24, 2026 Jobs in Durban

Hire Resolve

Kwazulu-Natal

Other Finance/Accounting

Job Description

We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money.

The ideal candidate will be able to research the marketplace on available products and services, identify customers needs, design financial strategies and close a sale.

Responsibilities

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess clients overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry trends and research the market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals

Requirements

Strong communication, negotiation and presentation skills
Ability to analyse markets financial data and to provide appropriate data-based advice
Track record of successful financial guidance
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Honours degree in Finance
FAIS accredited or RE5
Customer Profiling experience
Transactions; Borrowing; Lending; Insuring exp.
Leadership skills (exp. would be advantageous)
3+ years of experience

Hire Resolve is a top-tier recruitment firm that focuses on placing skilled professionals in permanent employment.

Hire Resolve focuses on working with senior-level executives and we pride ourselves on delivering excellent service to our candidates and clients.

Salary: negotiable.
Our client is offering a highly competitive salary for this role based on experience.
Apply for this role today, visit the Hire Resolve website: hireresolve.us or email us: .za
Alternatively, you are welcome to connect with Shannon Watson, Merina Naicker or Lindy Du Plessis on LinkedIn

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How to Apply

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About Other Finance/Accounting Jobs in Kwazulu-Natal

In Kwazulu-Natal, South Africa, the finance and accounting profession is a vital component of various industries, contributing to the country’s economic growth and stability. Typically, job seekers in this field can expect to find opportunities across a range of sectors, including financial services, technology, manufacturing, and more.

Generally speaking, salaries for finance and accounting professionals in Kwazulu-Natal vary widely depending on factors such as level of experience, company size, industry sector, and specific role requirements. Typically, junior positions in this field may command salary ranges between R400 000 to R700 000 per annum, while senior roles can fetch salaries between R1 million to R3 million per annum or more. However, it’s essential to note that these are broad estimates and actual salaries can vary significantly based on individual circumstances.

Common skills for finance and accounting professionals in Kwazulu-Natal include proficiency in financial software such as SAP, Oracle, or Microsoft Dynamics, as well as strong analytical and problem-solving skills. Typically, candidates with a degree in finance, accounting, or related fields, as well as certifications like the CFA or CA (South Africa) designation, are highly sought after. Other essential skills often include excellent communication and leadership abilities, as well as the capacity to adapt to changing business environments.

Various industries commonly employ finance and accounting professionals, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector is particularly prominent in Kwazulu-Natal, with many banks, insurance companies, and other financial institutions operating in the province. Technology companies are also increasingly looking for skilled finance professionals to manage their finances and operations.

View Job Johannesburg: Finance Analyst posted by Hire Resolve

Career development opportunities for finance and accounting professionals in Kwazulu-Natal are numerous. Typically, senior roles may involve managing teams of junior accountants or financial analysts, while more experienced professionals can move into leadership positions such as Chief Financial Officer (CFO) or Director of Finance. Others may choose to specialize in areas like forensic accounting, tax consulting, or risk management, offering a range of career progression paths and opportunities for advancement.

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

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