Hybrid Senior Investment Advisor for High-Net-Worth Clients

Placements24; Bloemfontein; Hybrid; ZAR 900,000 - 1,200,000; Full time

Benefits offered by this job

Base salary plus commission/bonus

Medical aid and retirement benefits

Training and professional development

Hybrid work arrangement

Job summary

Placements24 is seeking a Senior Investment Advisor for a prestigious financial services firm in Bloemfontein. You will manage a high-net-worth client portfolio, develop personalized financial plans, and deliver expert investment advice with a strong emphasis on ethical client outcomes.

You will lead in-depth needs analyses, monitor portfolios, and maintain long-term relationships while collaborating with internal specialists to provide holistic solutions.

Qualifications

• 7+ years in investment advisory or wealth management.
• CFP designation or high preference for it.
• Strong knowledge of financial markets, investment vehicles, and planning tools.
• Excellent communication and interpersonal skills.
• FAIS accreditation (RE5) and related qualifications are essential.

Responsibilities

• Develop and implement comprehensive financial and investment plans for high-net-worth clients.
• Provide expert advice on investment strategies, asset allocation, and risk management.
• Identify and cultivate new client relationships and expand the client base.
• Review client portfolios regularly and adjust to market conditions and goals.
• Collaborate with tax advisors and estate planners to offer holistic solutions.
• Prepare detailed financial reports and presentations for clients.
• Achieve and exceed individual and team sales and service targets.

Skills

Analytical thinking

Communication

Interpersonal abilities

Decision-making

Problem-solving

Presentation

Education

Finance/Economics/Business degree

CFP designation

Tools

Financial planning software

CRM systems

Job description

Placements24 is seeking a Senior Investment Advisor for a prestigious financial services firm in Bloemfontein. You will manage a high-net-worth client portfolio, develop personalized financial plans, and deliver expert investment advice with a strong emphasis on ethical client outcomes.

You will lead in-depth needs analyses, monitor portfolios, and maintain long-term relationships while collaborating with internal specialists to provide holistic solutions.