Senior Financial Advisor

Placements24; Hurlingham; Hybrid; ARS 164,986,000 - 274,977,000; Full time

Benefits offered by this job

Medical and dental benefits

Retirement plan

Professional development

Hybrid work environment

Job summary

Placements24 in Sandton seeks a Senior Financial Advisor to lead client engagements, develop comprehensive financial plans, and provide sophisticated investment management. You will build long-term relationships with high-net-worth clients, tailor strategies, and monitor portfolios to achieve goals, while upholding the firm's ethical standards.

The role demands deep market knowledge, exceptional analytical skills, and a client-centric approach, with a focus on professional development and

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field; CFP/CFA desirable.
• Substantial experience as Financial Advisor/Wealth Manager.
• Excellent communication, negotiation and client relationship skills.
• Strong analytical and problem-solving abilities with a client-focused approach.
• Experience managing a diverse client base and book of business.

Responsibilities

• Develop and implement comprehensive financial plans including investment, retirement, tax and estate strategies.
• Provide expert investment advice and portfolio management for high-net-worth clients.
• Conduct financial analysis and risk assessment for client portfolios.
• Build and maintain long-term relationships with clients through proactive communication.
• Stay updated on market trends and new financial products to provide relevant advice.
• Ensure all interactions comply with regulatory standards and ethical guidelines.

Skills

Communication skills

Negotiation skills

Client relationship management

Education

Bachelor's degree in Finance, Economics, Business

CFP or CFA desirable

Job description

Our client is seeking an accomplished Senior Financial Advisor to lead client engagements and provide sophisticated financial planning and investment management services in Sandton . This role requires a seasoned professional with a deep understanding of financial markets, wealth management strategies, and client relationship management. You will be responsible for developing comprehensive financial plans, advising clients on investment strategies, and managing their portfolios to achieve their long-term financial goals. The ideal candidate is client-centric, possesses exceptional analytical skills, and is committed to upholding the highest ethical standards within a prestigious financial advisory firm.

Key Responsibilities

• Develop and implement comprehensive financial plans, including investment, retirement, tax, and estate planning strategies.
• Provide expert investment advice and portfolio management services to high-net-worth clients.
• Conduct thorough financial analysis and risk assessment for clients' portfolios.
• Build and maintain long-term, trusted relationships with clients through proactive communication and service.
• Stay abreast of market trends, economic developments, and new financial products to provide relevant advice.
• Ensure all client interactions and recommendations comply with regulatory standards and ethical guidelines.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; advanced degrees or relevant certifications (CFP, CFA) are highly desirable.
• Substantial experience as a Financial Advisor , Wealth Manager, or similar role.
• Expert knowledge of investment vehicles, financial planning techniques, and wealth management principles.
• Excellent communication, negotiation, and client relationship management skills.
• Strong analytical and problem-solving capabilities with a client-focused approach.
• Proven ability to manage a diverse client base and a substantial book of business.

Benefits

• Highly attractive compensation package with base salary and performance-based incentives.
• Comprehensive medical, dental, and retirement benefits.
• Exceptional opportunities for professional development and continuing education.
• Hybrid work environment combining office collaboration with remote flexibility in Sandton .
• Work within a leading firm known for its commitment to client success and advisor excellence.