Salaried Wealth Advisor | Cape Town

SUMMARY:
Salaried Wealth Advisor | Cape Town

POSITION INFO:

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business.

Key Responsibilities:

• Provide tailored wealth planning services, with a focus on investments, risk, business, and fiduciary matters.
• Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
• Conduct regular client reviews, ensuring alignment with their evolving financial needs.
• Adhere to compliance and mandate requirements.
• Collaborate across business divisions to enhance client services.
• Manage practice operations, including revenue and commission oversight, to ensure business efficiency and client satisfaction.