Executive Financial Advisor

About the role

The Executive Financial Advisor will join a leading franchise of the oldest financial services brand in Fourways and Centurion. The role is open to South African citizens and focuses on managing high‑value client portfolios while driving new business growth.

Key responsibilities

• Manage and grow client assets to achieve a minimum of R100 000 000 AUM.
• Provide comprehensive financial advice, including risk assessment and investment strategy.
• Maintain and expand a book of business, targeting high‑net‑worth individuals.
• Collaborate with the top consulting firm that will onboard and support the advisor.
• Ensure compliance with banking and financial advice regulations.

Required profile

• South African citizenship.
• Proven experience in financial advisory or wealth management.
• Ability to handle large asset portfolios and meet performance targets.
• Strong client relationship and networking skills.

Required skills

What we offer

• Onboarding support from a top consulting firm.
• Earnings bridge for the first 3‑4 months.
• PA costs covered for the first 3‑4 months.
• 10% bonus on new earnings in the first year.
• No mandatory retirement age; work until you choose to sell your book.