Remote Wealth Advisor for High Net Worth Clients

Placements24; Richards Bay; Remote; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Home office stipend

Technology provided

Health insurance

Retirement savings plan

Professional development

Job summary

Placements24 is seeking a seasoned Remote Wealth Management Advisor to join our client’s expanding team. You will deliver tailored financial planning and investment advice to clients nationwide, focusing on high-net-worth individuals across South Africa.

Work fully remotely with strong emphasis on client relationships, compliance, and performance reviews. The ideal candidate brings 5+ years in wealth management, CFP/CFA desirability, and proficiency with NaviPlan/eMoney and CRM tools.

Qualifications

• Bachelor's degree in Finance, Economics, Business Admin, or related field.
• CFP/CFA certifications are highly desirable.
• Minimum of 5 years in wealth management, financial planning, or investment advisory.
• Excellent communication and remote-working skills.
• Strong client relationship management and business development abilities.

Responsibilities

• Develop and implement comprehensive financial plans for high-net-worth individuals/families.
• Provide expert advice on investment strategies, retirement and estate planning, tax efficiency.
• Manage client portfolios with regular performance reviews and rebalancing.
• Identify and pursue new business opportunities through networking/referrals.
• Build long-term client relationships based on trust and service excellence.
• Stay updated on market trends, economics, and regulatory changes affecting investments.
• Utilize CRM and planning software to manage client data and progress.
• Collaborate with internal specialists to provide holistic client solutions.
• Ensure compliance with financial regulations and firm policies.

Job description

Placements24 is seeking a seasoned Remote Wealth Management Advisor to join our client’s expanding team. You will deliver tailored financial planning and investment advice to clients nationwide, focusing on high-net-worth individuals across South Africa.

Work fully remotely with strong emphasis on client relationships, compliance, and performance reviews. The ideal candidate brings 5+ years in wealth management, CFP/CFA desirability, and proficiency with NaviPlan/eMoney and CRM tools.