Senior Wealth Advisor

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...

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