Job Description
SENIOR WEALTH ADVISOR
KwaZulu-Natal · Relocation Considered || Location: Durban / Umhlanga / Ballito || Type: Permanent, Full-Time
ABOUT THE FIRM
The hiring firm is an award-winning, independently owned South African wealth advisory business with more than two decades in operation. Fiercely independent of any product provider, it operates an advice-led philosophy with particular depth in the high-net-worth market - and has built a reputation as a trusted succession home for retiring advisors.
THE OPPORTUNITY
The firm is expanding into KwaZulu-Natal and needs a Senior Wealth Advisor to anchor the region.
On appointment, the successful candidate will be seeded a substantial client book transferred from retiring advisors - long-standing relationships built on trust and accustomed to a high standard of care. Further books are expected to follow as the practice grows.
The role carries meaningful participation in regional gr...