Wealth Management Advisor

Company DescriptionASI Financial Services is the leading independent advisory provider in South Africa, specializing in Health, Wellness, Insurance, Retirement, and Investment services. Guided by our mission of Building Wealth and Changing Lives, we are committed to helping our clients secure a better financial and wellness future. With over 7,300 business clients nationwide and managing R150 billion in assets under advice, we have touched over 2.4 million lives.Role DescriptionThis is a full-time hybrid role for a Wealth Management Advisor at ASI Financial Services in Cape Town, with flexibility for some remote work. The Wealth Management Advisor will be responsible for financial planning, retirement planning, investments, finance, and wealth management services. The role involves providing comprehensive financial advice, developing customized wealth management strategies, and ensuring financial security for clients.QualificationsFinancial Planning, Retirement Planning, Investments, and Finance skillsWealth Management Services expertiseStrong analytical and problem-solving abilitiesExcellent interpersonal and communication skillsAbility to build and maintain client relationshipsCertifications such as RE 5, CFP or CFA are a plusBachelor's degree in Finance, Economics, or Wealth Management NQF5/6 are a must5 years plus industry experience
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