Regional Manager – Financial Advisory & Wealth | Cape Town

The Recruitment Council; Cape Town; Remote; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Medical insurance

Education support

Remote work

Tech resources

Job summary

The Recruitment Council is seeking a Senior Financial Advisor to join our wealth management division in a fully remote capacity, serving clients across South Africa from a dedicated remote location.

You will provide sophisticated financial planning, investment management, and wealth preservation strategies, deepening client relationships and identifying new opportunities with autonomy and flexibility.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field required.
• Minimum 8 years of proven experience in financial advisory, wealth management, or investment management.
• Demonstrated success in managing high-net-worth client portfolios and achieving sales targets.
• In-depth knowledge of investment products, financial planning tools, and estate planning principles.
• Excellent communication and remote engagement skills for client interactions.

Responsibilities

• Develop and implement comprehensive, personalized financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio construction, and asset allocation.
• Conduct thorough client needs analyses and risk tolerance assessments.
• Manage client relationships to ensure satisfaction and retention.
• Source new business opportunities and grow the client base through referrals and networking.
• Stay informed about market trends and financial regulations affecting wealth management.

Skills

Communication skills

Presentation skills

Interpersonal skills

Remote client engagement

Sales targets

Education

Bachelor's degree in Finance, Economics, or Business

MBA or CFP desirable

Tools

CRM AtWork

Job description

Senior Financial Advisor – Remote

Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes?

As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:

• Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients' life goals.
• Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.
• Investment Guidance: Advising on offshore options, annuities, living annuities, and tax‑efficient drawdown strategies.
• Cross‑Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.
• Client Relationship Management: Building long‑term relationships based on trust and transparency while conducting regular portfolio reviews.
• Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork.

Our client is seeking an experienced and highly accomplished Senior Financial Advisor to join their wealth management division, offering a fully remote work arrangement. This role involves managing a portfolio of high‑net‑worthy clients, providing sophisticated financial planning, investment management, and wealth preservation strategies. You will be responsible for deepening client relationships, identifying new opportunities, and ensuring clients' financial goals are met or exceeded. This is an exceptional opportunity for a seasoned professional to operate with autonomy and flexibility, serving clients across South Africa from a remote location.

Key Responsibilities

• Develop and implement comprehensive, personalized financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio construction, and asset allocation.
• Conduct thorough client needs analysis and risk tolerance assessments.
• Manage client relationships proactively, ensuring satisfaction and retention.
• Source new business opportunities and expand the client base through professional networking and referrals.
• Stay informed about market trends, economic conditions, and financial regulations impacting wealth management.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFP highly desirable.
• A minimum of 8 years of proven experience in financial advisory, wealth management, or investment management.
• Demonstrated success in managing HNW client portfolios and achieving sales targets.
• In-depth knowledge of investment products, financial planning tools, and estate planning principles.
• Excellent communication, presentation, and interpersonal skills, crucial for remote client engagement.

Benefits

• A highly competitive base salary coupled with an attractive, performance‑driven bonus structure.
• Comprehensive medical, dental, and vision insurance plans.
• Generous support for continuing education and professional development.
• The ultimate flexibility of a fully remote role, allowing you to work from anywhere.
• Access to cutting‑edge technology and research resources to support client service excellence.