Remote Wealth Advisor for High-Net-Worth Clients

Firstrand Limited; South Africa; Remote; ZAR 1,000,000 - 1,800,000; Full time

Benefits offered by this job

Fully remote work setup

Competitive salary and bonus

Access to proprietary research and高级分析

Professional development funding

Job summary

Firstrand Limited is seeking an experienced Wealth Management Specialist to join a distinguished, fully remote advisory team. The role focuses on sophisticated financial planning and investment management for high-net-worth clients, using digital platforms and virtual tools to deliver tailored strategies for wealth accumulation, preservation, and transfer.

The successful candidate will manage complex client portfolios, collaborate with tax and legal professionals, and stay ahead of market trends

Qualifications

• 8+ years of experience in wealth management, investment advisory, or private banking.
• Advanced degree in Finance, Economics or related field.
• CFA/CFP designation is a valued plus.
• Proven ability to manage high-net-worth client books and deliver holistic financial planning.

Responsibilities

• Develop and execute comprehensive wealth management strategies for affluent clients.
• Manage investment portfolios, conduct asset allocation analysis, and monitor performance.
• Provide expert advice on estate planning, tax optimization, and philanthropic strategies.
• Cultivate and deepen relationships with clients through regular virtual consultations.
• Collaborate with legal and tax professionals to ensure integrated financial solutions.
• Stay current with market trends, economic conditions, and regulatory changes affecting wealth management.

Skills

Portfolio management

Financial planning

Estate planning

Tax optimization

Client relationships

Virtual collaboration tools

Wealth management software

Education

Advanced degree in Finance or related field

CFA or CFP (valued)

Tools

Wealth management software

Analytical tools

Virtual collaboration platforms

Job description

Firstrand Limited is seeking an experienced Wealth Management Specialist to join a distinguished, fully remote advisory team. The role focuses on sophisticated financial planning and investment management for high-net-worth clients, using digital platforms and virtual tools to deliver tailored strategies for wealth accumulation, preservation, and transfer.

The successful candidate will manage complex client portfolios, collaborate with tax and legal professionals, and stay ahead of market trends