Wealth Advisor

Company

ARVO

Where

Cape Town, Western Cape, South Africa

Level

Mid

First seen

November 6, 2026

Listed via

Workable

What the posting says

This role works directly alongside him. THE ROLE The Wealth Advisor works hand-in-hand with the Principal Wealth Manager to service and grow an established book of private clients. You'll prepare and attend client reviews, build financial plans and investment proposals, and own the follow-through on every action that comes out of a client meeting. Over time, the Wealth Advisor takes increasing ownership of client relationships within the book and becomes the primary adviser on an allocated panel of clients. PRIMARY RESPONSIBILITIES Client Reviews & Advice - Prepare for and attend client…

Read more and apply on ARVO's site

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