Remote Wealth Management Advisor

Placements24; Stellenbosch; Hybrid; ZAR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses

Medical and retirement benefits

Remote work flexibility

Job summary

Placements24 is seeking a Remote Wealth Management Advisor to serve clients nationwide, with a focus on Stellenbosch and Western Cape. You will craft tailored wealth plans, manage investment portfolios, and deepen client relationships across South Africa.

The ideal candidate brings 5+ years in wealth management, deep retirement and estate planning knowledge, and proficiency in planning tools like Xplan and CRM systems. Remote work flexibility is offered with strong career growth prospects.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP, CFA or similar certifications are highly valued.
• Minimum of 5 years of wealth management or financial planning experience.
• Proven track record managing client relationships and portfolios.
• Deep understanding of investment products, markets, and economic principles.
• Expertise in retirement and estate planning, tax-efficient investing.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication and presentation abilities, with ability to explain complex concepts.
• Strong self-discipline and time management for remote work.
• Proficiency in planning software (Xplan, MoneyGuidePro) and CRM systems.
• Regulatory knowledge of SA financial services legislation.
• Ability to work independently and drive business development.

Responsibilities

• Develop comprehensive financial plans and investment strategies.
• Manage client portfolios, including asset allocation and security selection.
• Conduct market research to identify opportunities and risks.
• Provide retirement, estate, and tax optimization guidance.
• Build and maintain strong client relationships through proactive engagement.
• Onboard new clients through discovery meetings and action plans.
• Ensure compliance with regulatory requirements and ethical standards.
• Collaborate with accountants and attorneys for holistic solutions.
• Stay updated on industry trends and new financial products.
• Utilize planning software and CRM to manage client data.

Skills

Wealth management

Financial planning

Portfolio management

Regulatory knowledge

Remote work

Communication skills

Education

Bachelor's degree in Finance

CFP/CFA preferred

Tools

Xplan

MoneyGuidePro

CRM systems

Job description

About the Role

Our client, a premier independent financial advisory firm, is seeking a highly motivated and experienced Remote Wealth Management Advisor to serve clients across South Africa, with a focus on the Stellenbosch, Western Cape region. This is a fully remote position, offering unparalleled flexibility for financial professionals passionate about providing expert investment and financial planning advice. The advisor will be responsible for developing and implementing tailored wealth strategies for high-net-worth individuals and families, managing investment portfolios, and fostering long-term client relationships. This role requires a deep understanding of financial markets, retirement planning, estate planning, and tax-efficient investment strategies within the banking & finance sector.

Key Responsibilities

• Develop comprehensive financial plans and investment strategies for a diverse client base, considering their goals, risk tolerance, and time horizon.
• Manage client investment portfolios, including asset allocation, security selection, and ongoing performance monitoring.
• Conduct in-depth market research and analysis to identify investment opportunities and risks.
• Provide expert advice on retirement planning, estate planning, insurance needs, and tax optimization strategies.
• Build and maintain strong, trusting relationships with clients through regular communication and proactive engagement.
• Onboard new clients, conducting thorough discovery meetings and developing personalized action plans.
• Ensure all client activities and recommendations comply with regulatory requirements and ethical standards.
• Collaborate with other professionals, such as accountants and attorneys, to provide holistic financial solutions.
• Stay abreast of industry trends, new financial products, and legislative changes affecting wealth management.
• Utilize advanced financial planning software and CRM systems to manage client information and track progress.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Advanced degrees or certifications such as CFP, CFA, or similar are highly valued.
• Minimum of 5 years of experience in wealth management, financial planning, or investment advisory roles.
• Proven track record of successfully managing client relationships and investment portfolios.
• Deep understanding of investment products, financial markets, and economic principles.
• Expertise in retirement planning, estate planning, and tax-efficient investing.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional communication, interpersonal, and presentation skills, with the ability to explain complex financial concepts clearly.
• Strong self-discipline, time management, and organizational skills required for a remote work environment.
• Proficiency in financial planning software (e.g., Xplan, MoneyGuidePro) and CRM systems.
• Regulatory knowledge of South African financial services legislation.
• Ability to work independently and proactively drive business development.

Benefits

• Our client offers a highly competitive compensation package, including a generous base salary, performance-based bonuses, comprehensive medical and retirement benefits, and significant opportunities for professional growth and development. As a fully remote role, you will enjoy the flexibility to work from anywhere, with particular emphasis on supporting our clients in the Stellenbosch, Western Cape area.