Senior Financial Advisor - Remote Wealth Management

Edupstairs; South Africa; Remote; ZAR 900,000 - 1,700,000; Full time

Job summary

Edupstairs is seeking a Senior Financial Advisor to join a remote advisory team serving clients across South Africa. You will provide comprehensive wealth management, including investments, retirement, and estate planning, while building long-term client relationships.

The role emphasizes remote delivery, regulatory compliance, and collaboration with tax and estate planning specialists to tailor solutions for high-net-worth individuals and families.

Qualifications

• Experience in wealth management for high-net-worth clients.
• Strong knowledge of financial markets and investment products.
• Remote advisory experience preferred.
• Excellent communication and client relationship skills.

Responsibilities

• Provide expert financial planning and wealth management advice to clients.
• Develop customized financial strategies tailored to client goals and risk profiles.
• Proactively identify and cultivate new client relationships through networking and lead generation efforts.
• Manage and grow a portfolio of high-net-worth clients, ensuring satisfaction and retention.
• Conduct market research and analysis to stay abreast of economic trends and investment opportunities.
• Prepare comprehensive financial plans and presentations for clients.
• Ensure compliance with all relevant financial regulations and industry standards.
• Collaborate with specialists (e.g., tax advisors, estate attorneys).

Skills

Wealth management

Financial planning

Client acquisition

Relationship management

Education

Bachelor's degree in Finance

Tools

CRM software

Job description

Edupstairs is seeking a Senior Financial Advisor to join a remote advisory team serving clients across South Africa. You will provide comprehensive wealth management, including investments, retirement, and estate planning, while building long-term client relationships.

The role emphasizes remote delivery, regulatory compliance, and collaboration with tax and estate planning specialists to tailor solutions for high-net-worth individuals and families.