Remote Wealth Advisor for High-Net-Worth Clients

Placements24; Vereeniging; Hybrid; ZAR 600,000 - 1,200,000; Full time

Benefits offered by this job

Remote work

Medical aid

Retirement fund

Professional growth opportunities

Job summary

Placements24 is seeking a dedicated Wealth Management Advisor to join its expanding virtual advisory team. This remote role focuses on delivering comprehensive financial planning and investment advisory services to high-net-worth clients across South Africa.

You will develop personalized financial strategies, manage portfolios, and foster long-term client relationships through proactive communication and exceptional service.

Qualifications

• Bachelor's degree in Finance, Economics, or Business Administration.
• CFP or CFA certifications are highly desirable.
• Min 5 years of wealth management, financial planning, or investment advisory experience.
• Proven track record of managing client relationships and assets.
• Strong understanding of investment strategies, markets, and regulatory frameworks.
• Excellent communication, interpersonal, and sales skills with a client-centric approach.

Responsibilities

• Develop and implement tailored financial plans for clients across investments, retirement, and estate planning.

Skills

Financial planning

Portfolio management

Client relationship management

Regulatory compliance

Communication

Sales

Education

Bachelor's degree in Finance/Economics/Business Administration

CFP or CFA certifications

Tools

CRM software

Financial planning software

Job description

Placements24 is seeking a dedicated Wealth Management Advisor to join its expanding virtual advisory team. This remote role focuses on delivering comprehensive financial planning and investment advisory services to high-net-worth clients across South Africa.

You will develop personalized financial strategies, manage portfolios, and foster long-term client relationships through proactive communication and exceptional service.