About the position
A leading premium private banking and wealth management group is seeking experienced Financial Advisors to join its high-performance advisory team. This opportunity is ideal for professionals who are passionate about building long-term client relationships and delivering strategic, holistic financial advice to affluent and high-net-worth individuals. The business is recognised for its entrepreneurial culture, strong brand presence, sophisticated client offering, and integrated banking and wealth ecosystem. Advisors are empowered to build and grow their own advisory practice while being supported by a highly respected financial institution with access to premium clients, investment solutions, and specialist expertise. This is not a high-volume transactional sales environment. The focus is on trusted relationships, tailored wealth strategies, and long-term value creation for clients.
Desired Skills:
- Financial Planning
- Wealth Management
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Planning
- Relationship Management
- Client Advisory
- Long-Term Insurance
- FAIS Compliance
- Wealth Structuring
- Business Development
- Client Acquisition
- Portfolio Management
- Negotiation Skills
- Communication Skills
- CFP®
- Financial Analysis
- Advisory Services
- Stakeholder Management
- Sales Ability
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level:
- Degree
About The Employer:
A premium South African private banking and wealth management institution known for delivering specialised financial solutions to high-net-worth individuals, professionals, and entrepreneurs. The organisation is recognised for its strong client-centric approach, entrepreneurial culture, sophisticated investment offering, and integrated banking and advisory ecosystem. It combines private banking, wealth management, investment, and fiduciary expertise to provide holistic financial strategies tailored to long-term wealth creation and preservation.
Employer & Job Benefits:
- performa
- Company Shares
- Incentive Bonus
- Medical Aid
- Provident Fund
- Annual Bonus
- Travel Allowance
- Vehicle Allowance
- Fuel Allowance
- Gym
- Internet Allowance
- Work From Home
- Funeral Plan
- Pension Fund
- Study Assistance
- Phone Allowance
