| Date | 2024-11-01 |
|---|---|
| Job Title | Wealth Advisor |
| Employer | More Information |
| Salary | |
| Category | Accounting Finance |
| Location |
Cape Winelands / Stellenbosch |
Job Summary
Are you an experienced wealth professional with a knack for building strong client relationships and a deep understanding of financial planning? We are looking for a skilled Wealth Advisor to join our team, offering high-net-worth clients exceptional wealth and estate planning services. If you`re ready to manage a growing portfolio, deliver comprehensive financial solutions, and support clients in achieving their financial aspirations, wed love to meet you Key
Responsibilities:
Client Acquisition & Relationship Management: Drive client growth by cultivating internal and external relationships, nurturing a pipeline of potential clients, and ensuring exceptional service for both new and existing clients. Wealth & Estate Planning: Develop tailored financial plans focusing on investment strategies, risk management, estate planning, and other areas critical to clients` financial well-being. Portfolio Management: Oversee a diverse portfolio of high-net-worth clients, providing proactive, needs-based service as their financial goals evolve. Compliance & Mandate Adherence: Ensure all financial advice meets compliance standards and adheres to established mandates. Practice Management: Implement effective business management strategies, including client segmentation and structured servicing, to optimize practice growth and efficiency. Revenue & Commission Management: Monitor and manage revenue streams and commission earnings to align with business goals. Cross-Divisional Collaboration: Forge connections across various divisions to deliver well-rounded financial solutions for clients. Qualifications: Education: Preference for candidates with a Certified Financial Planner (CFP) designation or similar qualifications Experience: Minimum 5 years in investment and insurance advisory, with a track record of successful client relationship management
Wealth Advisor position available in Cape Winelands, Stellenbosch. This job position was posted by . The job has been posted on 2024-11-01 in the Accounting Finance category
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