Remote Wealth Advisor for High-Net-Worth Clients

Placements24; Mtubatuba Local Municipality; Hybrid; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Health insurance

Home office stipend

Job summary

Placements24 is seeking a remote Wealth Management Advisor in South Africa to build trusted client relationships, develop personalized financial plans, and manage investment portfolios across SA. You will provide investment guidance, retirement and estate planning, and ensure tax-efficient strategies while maintaining high standards of client service.

The role suits professionals thriving in a fully remote environment with strong communication skills and deep knowledge of financial markets.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications (e.g., CFP, CFA) are highly desirable.
• Minimum of 5 years of experience in wealth management, financial planning, or investment advisory.
• Proven track record of managing client relationships and achieving financial targets.
• In-depth knowledge of investment products, financial planning techniques, and market dynamics.
• Excellent communication, presentation, and interpersonal skills for remote setting.

Responsibilities

• Develop and implement comprehensive financial plans for high-net-worth individuals and families.
• Provide expert advice on investment strategies, retirement planning, estate planning, and tax efficiency.
• Manage client investment portfolios with regular performance reviews and rebalancing.
• Identify and pursue new business opportunities through networking and referrals.
• Build and nurture long-term client relationships based on trust and service.

Skills

Client relationship management

Business development

Communication

Remote work discipline

Time management

Education

Bachelor's degree in Finance or related field

CFP or CFA desirable

Tools

NaviPlan

eMoney

CRM software

Financial planning software

Job description

Placements24 is seeking a remote Wealth Management Advisor in South Africa to build trusted client relationships, develop personalized financial plans, and manage investment portfolios across SA. You will provide investment guidance, retirement and estate planning, and ensure tax-efficient strategies while maintaining high standards of client service.

The role suits professionals thriving in a fully remote environment with strong communication skills and deep knowledge of financial markets.