Hybrid Wealth Advisor for High-Net-Worth Clients

Placements24; Randburg; Hybrid; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Competitive base salary with bonuses

Hybrid work model

Medical aid and retirement fund

Professional development and training

Supportive team and research resources

Job summary

Placements24 is seeking a client-focused Wealth Management Advisor to join our Randburg-based team. In this hybrid role you will build and manage a portfolio of high-net-worth clients, delivering comprehensive financial planning and investment advice to help grow and preserve wealth.

You will assess client goals, develop tailored strategies, review portfolios regularly, and ensure compliance with financial regulations.

Qualifications

• Relevant tertiary qualification (e.g., B.Com, CFA, CFP designation).
• Minimum of 5 years of experience in wealth management, financial planning, or investment advisory.
• Proven track record of successfully managing client portfolios and meeting financial targets.
• In-depth knowledge of investment products, financial markets, and estate planning.
• Excellent client relationship management and communication skills.
• Regulatory examination compliance (e.g., RE 5).

Responsibilities

• Develop and implement tailored financial plans for clients, including investment, retirement, and estate planning strategies.
• Conduct thorough financial analysis and market research to provide informed investment recommendations.
• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
• Regularly review client portfolios and make adjustments as needed based on market conditions and client objectives.
• Ensure compliance with all relevant financial regulations and company policies.
• Network and generate new client leads through professional relationships and business development activities.

Skills

Client relationship management

Financial planning

Investment advisory

Excellent communication

Regulatory knowledge

Education

B.Com

CFA designation

CFP designation

Job description

Placements24 is seeking a client-focused Wealth Management Advisor to join our Randburg-based team. In this hybrid role you will build and manage a portfolio of high-net-worth clients, delivering comprehensive financial planning and investment advice to help grow and preserve wealth.

You will assess client goals, develop tailored strategies, review portfolios regularly, and ensure compliance with financial regulations.