Private Wealth Advisor
Kwena Human Capital
- R Undisclosed
- Permanent Specialist position
-
Port Elizabeth
- Posted 04 Nov 2025 by Kwena Human Capital
- Expires in 28 days
-
Job 2626445
About the position
Our client, a leading financial services and wealth management business, is currently seeking to hire a Private Wealth Advisor to be based in Port Elizabeth. In this role, you will deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase sales, drive client retention and entrenchment through using contextual Money Management principles.
Minimum Requirements:
- Relevant Degree in Finance, Economics or Accounting (NQF 7)
- Completed RE5 qualification.
- Certified Financial Planner (CFP) - preferred
- 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
- Full understanding of money management principles
Candidates are required to have sign-off on the following sub-categories:
- 3 Long-Term Insurance subcategory B1
- 4 Long-Term Insurance subcategory C
- 5 Retail Pension Benefits
- 14 Participatory Interests in a Collective Investment Scheme (CIS)
- 17 Long-term Deposits (Advantageous)
- 18 Short-term Deposits (Advantageous)
- 22 Long-term Insurance subcategory B1-A
Desired Skills:
- Banking
- Investment
- Financial Planning
- Wealth Management
- Private Wealth
- Financial Advisor
Desired Work Experience:
Desired Qualification Level:
Kwena Human Capital
About the agency
INTRODUCTION
From our inception, we have grown steadily to become successful and highly respected suppliers of contract, temp and permanent personnel. Servicing a wide range of national blue chip clients drawn from every sector of industry and commerce.
WHAT WE DO
Operate in specialized verticals
Craft business solutions
Provide contract and permanent recruitment solutions
HOW DO WE DO IT?
In touch with international trends
Extension of our clients
Quick Turn-around times
Close relationships with government authorities
Dynamic database
MISSION
Our Corporate Mission Statement characterizes the culture of our organization:
"To provide our customers with a tailored, continuing service which exceeds expectations and is based upon partnership relationships being recognized as unique by customers."
"To create a corporate culture which empowers the individual, values individual contribution, celebrates the team, encourages personal development, and creates career opportunities for all personnel."
SERVICE PHILOSOPHY
Honest and ethical advice to clients and candidates alike
A commitment to exceeding client service expectations
A commitment to specialisation resulting in a higher level of expertise in Consulting staff
Constant attention to detail
Prompt response to a request for assistance
A fee structure which is both competitive and success based
A commitment to the internal training of consulting staff to ensure continuous development and therefore a higher level of service to our clients and candidates
Highly skilled consultants with vast industry knowledge and business skill
Dedicated account manager to ensure relationship building and understanding of our clients culture, service expectation, procedures and environment
RAPID RESPONSE
Our success is founded on our ability to cultivate and develop long lasting partnerships with our clients. Through such partnerships, we build a sound affinity and understanding of their needs, allowing us to provide them with quality, cost effective solutions – helping them reach their vision timeously and cost effectively.
INTERNATIONAL CAPACITY
An increasing number of our clients are looking overseas for new sources of skilled and experienced candidates. Kwena Human Capital has extensive experience in overseas recruitment. We recruit staff on a temporary, contract and permanent basis and manage the key processes in each case.
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