Wealth advisor | stellenbosch

Overview

A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients.

Key Responsibilities Develop a portfolio of high-net-worth clients through networking and relationship-building Provide comprehensive wealth and estate planning services, focusing on investments, risk management, business planning, and fiduciary duties Ensure adherence to mandates and compliance requirements Manage client needs proactively through effective CRM management Conduct regular review meetings with clients Follow practice management principles for effective business management (segmentation, servicing, etc.) Oversee revenue and commission management Build relationships across divisions and contribute to growing the company profile, particularly in Stellenbosch Skills and Qualific...