Remote Wealth Advisor for HNW Clients

Placements24

Mossel Bay

Hybrid

ZAR 1,000,000 - 1,700,000

Full time

5 days ago

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Benefits offered by this job

Remote work

Bonus potential

Health benefits

Job summary

Placements24 is seeking a highly skilled Wealth Management Specialist to join a fully remote financial advisory team. You will deliver sophisticated financial planning and investment management for high-net-worth individuals, leveraging digital platforms and virtual consultations to build tailored wealth strategies.

The role requires 8+ years in wealth management, a strong track record in portfolio management, estate/tax strategies, and excellent client relations.

Qualifications

8+ years in wealth management, investment advisory, or private banking.
Advanced degree in Finance or Economics; CFA/CFP valued.
Strong client relationship and communication skills.

Responsibilities

Develop wealth management strategies for affluent clients.
Manage portfolios, asset allocation, and monitor performance.
Provide estate planning, tax optimization, and philanthropic guidance.
Cultivate relationships via regular virtual consultations.
Collaborate with legal and tax professionals for integrated solutions.
Monitor market trends and regulatory changes affecting wealth management.

Skills

Portfolio management

Client relationship

Communication skills

Remote client management

Financial analysis

Education

Advanced degree in Finance or Economics

CFA/CFP designations

Tools

Wealth management software

Virtual collaboration platforms

Job description

The role requires 8+ years in wealth management, a strong track record in portfolio management, estate/tax strategies, and excellent client relations.

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