High-Net-Worth Wealth Advisor (Hybrid, Uncapped Commission)

Placements24; Paarl; Hybrid; ZAR 700,000 - 1,200,000; Full time

Benefits offered by this job

Competitive salary with uncapped comms

Hybrid work arrangement

Professional growth and advancedCerts

Access to robust client base and营销支援

Medical aid and retirement planning

Respected firm in Paarl

Job summary

Placements24 is seeking a Wealth Management Advisor in Paarl, Western Cape to deliver comprehensive financial planning and investment advisory services to high-net-worth clients. The role blends office meetings with remote work under a hybrid model, focusing on understanding client goals and tailoring investment strategies.

Responsibilities include portfolio management, regular reviews, and collaboration with specialists to offer holistic guidance.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• CFP® or CFA designations are highly desirable.
• Minimum of 4 years in wealth management, financial planning or investment advisory.
• Proven track record managing client portfolios and achieving investment objectives.
• Strong understanding of financial markets, investment products and portfolio management strategies.
• Excellent sales, negotiation, and client-relationship management skills.
• Ability to work effectively in a hybrid setting balancing client needs with flexibility.

Responsibilities

• Develop and implement personalized financial plans and investment strategies for clients.
• Manage client relationships, providing regular updates and reviews of portfolios.
• Conduct in-depth financial analysis to identify client needs and opportunities.
• Select and recommend investment products including equities, fixed income, and alternatives.
• Monitor market trends and economic conditions to inform decisions.
• Ensure all advice complies with regulatory requirements and company policies.
• Prospect for new clients and expand the firm's client base.
• Collaborate with internal specialists to provide holistic advice.
• Stay current with industry best practices and financial planning techniques.

Skills

Portfolio management

Client relationships

Financial markets

Sales negotiation

Communication

Education

Bachelor's degree in Finance

CFP/CFA desirable

Tools

Financial planning software

CRM systems

Job description

Placements24 is seeking a Wealth Management Advisor in Paarl, Western Cape to deliver comprehensive financial planning and investment advisory services to high-net-worth clients. The role blends office meetings with remote work under a hybrid model, focusing on understanding client goals and tailoring investment strategies.

Responsibilities include portfolio management, regular reviews, and collaboration with specialists to offer holistic guidance.