Hybrid Senior Wealth Advisor for HNW Clients

Placements24; Gqeberha; Hybrid; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Hybrid work model

Performance bonuses

Job summary

Placements24 is seeking a Wealth Management Advisor in Port Elizabeth, Eastern Cape. This hybrid role focuses on building and managing a portfolio of high-net-worth clients, delivering comprehensive financial planning, investment management, and estate planning services.

The ideal candidate has at least 5 years of experience in financial planning or wealth management, a strong track record with HNW clients, and proficiency with financial planning software and CRMs.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP® or equivalent certification is highly desirable.

Responsibilities

• Develop and implement personalized financial plans for high-net-worth clients.
• Provide expert advice on investments, retirement planning, insurance, and estate planning.
• Expand client base through networking and referrals.
• Manage and grow an existing client portfolio with a focus on client retention.
• Analyze clients' financial situations and risk tolerance.
• Stay updated on market trends and regulatory changes affecting wealth management.
• Present investment proposals and financial plans to clients.
• Collaborate with internal specialists to deliver holistic solutions (tax, legal).
• Adhere to compliance and ethical standards of the financial services industry.

Skills

Client relationships

Communication

Negotiation

Investment knowledge

Market awareness

Education

Bachelor's degree in Finance/ Economics/ Business Admin

CFP® or equivalent certification (desirable)

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a Wealth Management Advisor in Port Elizabeth, Eastern Cape. This hybrid role focuses on building and managing a portfolio of high-net-worth clients, delivering comprehensive financial planning, investment management, and estate planning services.

The ideal candidate has at least 5 years of experience in financial planning or wealth management, a strong track record with HNW clients, and proficiency with financial planning software and CRMs.