Our client is seeking to grow their team and hire a Wealth Advisor who will be responsible for providing holistic financial planning and wealth management solutions to clients. This includes assessing clients' financial needs, developing tailored investment and financial strategies, managing client portfolios, and building long-term relationships to help clients achieve their financial goals.
Office-based with regular client meetings.
Travel may be required to meet clients and attend networking events.
Key Responsibilities
Client Relationship Management
Financial Planning and Advisory
Investment Management
Business Development
Compliance and Risk Management
Administration and Reporting
Requirements
5 years' experience dealing with high net worth clients.
Post Grad qualification and RE5.
Must be well versed on Ninety one, Alan Gray, Glacier, offshore investments, estate planning etc
Proven track record of client acquisition and portfolio growth.
Competencies:
Financial planning principles.
Investment markets and portfolio management.
Retirement and estate planning.
Tax-efficient investment structures.
Financial regulations and compliance requirements.
Risk management principles.
Financial products and solutions.
Strong interpersonal and relationship-building skills.
Excellent communication and presentation abilities.
High level of integrity and professionalism.
Client-focused approach.
Commercial and business development acumen.
Analytical and problem-solving skills.
Strong attention to detail.
Self-motivated and results-driven.