Senior Wealth Advisor for HNW Clients | Hybrid/Remote

Placements24; Hurlingham; Híbrido; ARS 164.986.000 - 274.977.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical and dental benefits

Retirement plan

Professional development

Hybrid work environment

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication skills

Negotiation skills

Client relationship management

Educación

Bachelor's degree in Finance, Economics, Business

CFP or CFA desirable

Descripción del empleo

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