Description

To serve as a full-spectrum financial advisor to high-net-worth clients, delivering expert guidance across savings, investments, estate planning, and fiduciary services. The role emphasises investment advisory and portfolio management, both locally and offshore.

Provide comprehensive financial planning and investment advice to high-income clients.

Formulate proposals in investment planning, estate planning, cash management, and risk needs.

Manage and grow a portfolio of clients with assets under management (AUM) of R300 million or more.

Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.

Monitor financial market trends to ensure that client plans remain responsive and relevant.

Investigate available investment opportunities to determine compatibility with client financial plans.

Analyse financial information obtained from clients to develop fi...