Elite Remote Wealth Advisor for High-Net-Worth Clients

Anonymous

Klerksdorp

On-site

ZAR 600,000 - 1,200,000

Full time

4 days ago

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Benefits offered by this job

Health insurance

Disability insurance

Life insurance

Retirement plan with company match

Remote work setup support

Job summary

Anonymous is seeking a Remote Wealth Management Advisor to support high-net-worth clients from Pretoria or another approved remote location, delivering comprehensive financial planning and investment advisory services. You will develop personalized strategies, manage portfolios, and build long‑term client relationships in a technology‑enabled, flexible, fully remote environment.

Requires a relevant degree, 5+ years in wealth management, and professional certifications such as CFP or CFA; strong

Qualifications

Degree in Finance, Business Administration, or related field.
Minimum 5 years in wealth management or financial advisory.
CFP or CFA certifications are desirable.
Proven track record of managing client relationships and achieving financial goals.

Responsibilities

Develop and implement customized financial plans, including retirement planning, investment strategies, and estate planning.
Manage client investment portfolios, conducting regular reviews and rebalancing as needed.
Build and maintain strong, trusted relationships with a portfolio of high-net-worth clients.
Conduct thorough client needs assessments and provide tailored financial advice.
Ensure compliance with all relevant regulatory requirements and company policies.
Collaborate with internal specialists (e.g., tax, legal) to provide holistic client solutions.