Private Wealth Advisor

Private Wealth Advisor Are you an experienced and client-focused financial professional with a passion for wealth creation? Our client, a leading financial institution, is seeking a Private Wealth Advisor to deliver exceptional service and education to high-net-worth clients . This is a dynamic role where you will be responsible for increasing sales, driving client retention, and providing tailored wealth management solutions . Key Responsibilities: Deliver exceptional service and education to private wealth clients on wealth creation, accumulation, and protection tactics . Analyze and interpret complex personal and juristic financial statements . Provide holistic financial solutions and advice across banking, insurance, and investment products . Identify opportunities for revenue growth and new customer acquisition . Minimum Requirements: A relevant Degree in Finance, Economics, or Accounting . FAIS Accreditation . 5 to 7 years' experience in a Banking, Investment, Financial Planning, or Wealth Management environment . Experience in providing tailored wealth management solutions, with extensive knowledge in Fiduciary and Estate Planning . Certified Financial Planner (CFP) certification is a preferred qualification . If you are a driven and strategic professional with a proven track record in client acquisition and relationship management, we encourage you to apply.

Location: ermelo, Mpumalanga, ZA

Posted Date: 8/2/2025