Remote Senior Wealth Advisor for HNW Clients

Placements24; Upington; Hybrid; ZAR 1,200,000 - 1,800,000; Full time

Job summary

Placements24 is seeking a Senior Financial Advisor to join its wealth management division. The role offers a fully remote setup, managing a portfolio of high-net-worth clients across South Africa with sophisticated financial planning, investment management, and wealth preservation strategies.

You will deepen client relationships, identify new opportunities, and ensure goals are met or exceeded while operating with autonomy and flexibility in a national remote capacity.

Qualifications

• 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.

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.

Skills

Communication skills

Presentation skills

Interpersonal skills

Remote client engagement

Education

Bachelor's degree in Finance/ Economics/ Business

MBA or CFP desirable

Job description

Placements24 is seeking a Senior Financial Advisor to join its wealth management division. The role offers a fully remote setup, managing a portfolio of high-net-worth clients across South Africa with sophisticated financial planning, investment management, and wealth preservation strategies.

You will deepen client relationships, identify new opportunities, and ensure goals are met or exceeded while operating with autonomy and flexibility in a national remote capacity.