Vacancy Description
Role: Wealth Adviser
Category: Insurance
Location: Sandton
Salary: Market-related
Are you a dynamic financial professional looking to step into a thriving, well-established office? Our client, a leading name in the Financial Services industry, is seeking a Mid-Level Wealth Adviser to join their team on a full-time basis.
In this role, you will inherit a dedicated portfolio of clients to assist with comprehensive financial planning and advice, while actively driving new business development to grow your network.
Key Responsibilities:
Financial Advice & Planning: Provide expert financial advice and strategic planning to clients.
Portfolio Management: Efficiently manage and maintain client portfolios.
Client Relations: Actively handle and resolve client enquiries with top-tier service.
Admin & Compliance: Compile and process new policy applications, ensuring strict...
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