Remote Wealth Management Advisor

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

About the Role

Our client, a forward-thinking financial services firm, is seeking a highly motivated and experienced Remote Wealth Management Advisor to join their expanding team. This is a fully remote position, offering the flexibility to work from anywhere within South Africa, but with a focus on supporting clients across various regions, including those near Richards Bay, KwaZulu-Natal. The successful candidate will be responsible for building and maintaining client relationships, providing personalized financial planning and investment advice, and managing investment portfolios to meet client objectives. This role requires a deep understanding of financial markets, excellent communication skills, and a commitment to delivering exceptional client service in the Banking & Finance sector. This role is designed for professionals who thrive in an independent, remote work environment.

Key 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, conducting regular performance reviews and rebalancing as needed.
• Identify and pursue new business opportunities through networking and referrals.
• Build and nurture strong, long-term relationships with clients based on trust and exceptional service.
• Stay abreast of market trends, economic developments, and regulatory changes impacting investments and financial planning.
• Utilize CRM and financial planning software to manage client data and track progress.
• Collaborate with internal specialists (e.g., tax, legal) to provide holistic client solutions.
• Ensure compliance with all relevant financial regulations and firm policies.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant 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 successfully 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, adapted for a remote setting.
• Strong client relationship management and business development capabilities.
• Proficiency in financial planning software (e.g., NaviPlan, eMoney) and CRM systems.
• Self-motivated, disciplined, and able to work autonomously with excellent time management skills.
• Familiarity with the South African Banking & Finance landscape and relevant regulations.

Benefits

This remote position offers a competitive base salary plus an attractive commission and bonus structure based on performance. The company provides a stipend for home office setup and covers necessary technology. Health insurance, retirement savings plans, and ongoing professional development opportunities are provided. The flexibility of a fully remote role allows for excellent work-life integration while contributing to a leading firm in the Banking & Finance industry, serving clients nationwide, including those near Richards Bay.