Join a Global Wealth Management Firm
LOCATION: Sandton, Johannesburg
SALARY AND BENEFITS: Basic Salary + Lucrative Commission Structure
DESCRIPTION / SYNOPSIS:
A leading global wealth management firm seeks an experienced and driven Wealth Advisor to join its Sandton team. With a primary focus on High-Net-Worth clients, this independent advisory practice offers bespoke local and offshore investment solutions.If you are a skilled Financial Advisor with experience in estate planning, tax optimization, and the offshore investment space, this role provides a lucrative basic salary and commission structure, ideal for someone eager to grow an established client base.
MINIMUM REQUIREMENTS:
Minimum 3 years in a Financial Planning role
Tertiary qualification in Finance-related field (Non-Negotiable)
NQF5: Wealth Management/BCom, and Class of Business in Long Term & Investments
RE5 advantageous
Certified Financial Planner designation (advantageous)
Should be fit and proper in accordance with FSCA
Previous book of clients (advantageous)
Knowledge and understanding of the relevant income tax and estate duty legislation
Sound experience with financial planning processes
Valid Driver's License and Own Vehicle (essential)
RESPONSIBILITIES:
Identifying and pursuing potential clients to maintain a strong client base
Develop a strong client base through prospecting and referrals
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets to provide strategic advice across a variety of financial products and services.
Assessing client's overall financial picture, understand their needs and develop a solid financial plan
Guiding clients in a profitable and secure financial decision making
Create tailored financial plans, guiding clients toward secure financial decisions
Provide expert advice on local/offshore investment strategies, retirement, estate planning, and tax
Conduct market research to stay current on financial trends
Ensure compliance with financial industry regulations
SOFT SKILLS/ADDITIONAL INFO:
Strong client service orientation and interpersonal skills
Ability to build lasting relationships and network effectively
Proven organizational skills, ability to prioritize and manage pressure
Self-driven, with initiative and resilience in pursuing new business
Excellent closing and negotiation skills
Do you see yourself as the successful Wealth Advisor at this prestigious, high-growth firm? Apply Now. Don't delay.
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