Remote Senior Wealth Advisor for HNW Clients

Placements24; Cape Town; Hybrid; ZAR 1,000,000 - 2,000,000; Full time

Benefits offered by this job

Remote work flexibility

Performance bonus potential

Medical insurance

Professional development support

Job summary

Placements24 seeks an experienced Senior Financial Advisor to join its wealth management division in a fully remote capacity. You will manage a portfolio of high-net-worth clients across South Africa, delivering sophisticated financial planning, investment management, and wealth preservation strategies.

You will deepen client relationships, identify new opportunities, and ensure goals are met or exceeded with autonomy and flexibility. A strong track record in wealth management is essential.

Qualifications

• 8+ years in financial advisory, wealth management, or investment management.
• Experience managing high-net-worth client portfolios.
• Proven track record of meeting sales targets and client objectives.

Responsibilities

• Develop comprehensive financial plans for affluent clients.
• Provide investment strategy and asset allocation guidance.
• Conduct needs analyses and risk tolerance assessments.
• Manage client relationships and ensure satisfaction and retention.
• Source new business through networking and referrals.
• Stay informed on market trends and regulatory changes affecting wealth management.

Skills

Client relationship management

Wealth management

Investment planning

Remote engagement

Education

Bachelor's degree in Finance/Economics/Business

MBA

CFP

Tools

Financial planning software

Portfolio management tools

Job description

Placements24 seeks an experienced Senior Financial Advisor to join its wealth management division in a fully remote capacity. You will manage a portfolio of high-net-worth clients across South Africa, delivering sophisticated financial planning, investment management, and wealth preservation strategies.

You will deepen client relationships, identify new opportunities, and ensure goals are met or exceeded with autonomy and flexibility. A strong track record in wealth management is essential.