Elite Wealth Advisor for HNW Clients | Commission & Bonuses
Placements24
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Job summary
Placements24 is seeking a client-focused Investment Advisor in Centurion, Gauteng. You will provide bespoke financial advice and construct tailored portfolios for a high-net-worth clientele, building strong client relationships and leveraging market insights.
The role involves risk assessment, portfolio reviews, retirement and tax planning, and collaboration with internal specialists to deliver holistic solutions.
Responsibilities
- Develop and implement investment strategies tailored to high-net-worth clients.
Job description
Placements24 is seeking a client-focused Investment Advisor in Centurion, Gauteng. You will provide bespoke financial advice and construct tailored portfolios for a high-net-worth clientele, building strong client relationships and leveraging market insights.
The role involves risk assessment, portfolio reviews, retirement and tax planning, and collaboration with internal specialists to deliver holistic solutions.
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